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 | $36,186 | $80,717-55.2% | $154,803-76.6% | $84,808-57.3% |
| Participation rate | 41.2% | 66.8%-25.6pp | 78.1%-36.9pp | 68.3%-27.1pp |
| Annual return | 14.68% | 37.96%-23.3pp | 58.88%-44.2pp | 40.90%-26.2pp |
| Employer contribution / active EE | $1,260 | $2,761-54.4% | $4,305-70.7% | $2,631-52.1% |
| Participant deferral / active EE | $2,777 | $3,303-15.9% | $5,540-49.9% | $4,212-34.1% |
| Admin fee / account holder | $17,310 | $6,746+156.6% | $14,329+20.8% | $7,344+135.7% |