See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,977 | $88,672-62.8% | $105,223-68.7% | $82,448-60.0% |
| Participation rate | 26.9% | 67.9%-41.0pp | 75.0%-48.1pp | 68.1%-41.1pp |
| Annual return | 18.48% | 30.86%-12.4pp | 180.65%-162.2pp | 41.64%-23.2pp |
| Employer contribution / active EE | $2,177 | $3,048-28.6% | $3,689-41.0% | $2,551-14.6% |
| Participant deferral / active EE | $2,952 | $4,036-26.9% | $5,072-41.8% | $4,139-28.7% |
| Admin fee / account holder | $2,312 | $7,146-67.6% | $8,859-73.9% | $7,234-68.0% |