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 | $30,345 | $106,584-71.5% | $101,326-70.1% | $142,382-78.7% |
| Participation rate | 50.0% | 82.7%-32.7pp | 81.5%-31.5pp | 80.1%-30.1pp |
| Annual return | 17.55% | 36.93%-19.4pp | 36.82%-19.3pp | 217.08%-199.5pp |
| Employer contribution / active EE | $3,684 | $3,956-6.9% | $3,665+0.5% | $4,299-14.3% |
| Participant deferral / active EE | $5,168 | $8,297-37.7% | $7,994-35.4% | $6,507-20.6% |
| Admin fee / account holder | $38,942 | $11,446+240.2% | $11,185+248.2% | $12,624+208.5% |