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 7-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 | $33,952 | $94,031-63.9% | $115,768-70.7% | $82,448-58.8% |
| Participation rate | 46.5% | 70.4%-23.9pp | 74.4%-27.9pp | 68.1%-21.6pp |
| Annual return | 20.49% | 20.61%-0.1pp | 100.46%-80.0pp | 41.64%-21.2pp |
| Employer contribution / active EE | $1,461 | $2,323-37.1% | $2,940-50.3% | $2,551-42.7% |
| Participant deferral / active EE | $2,766 | $3,972-30.3% | $4,917-43.7% | $4,139-33.2% |
| Admin fee / account holder | $3,741 | $10,249-63.5% | $12,439-69.9% | $7,234-48.3% |