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 | $40,616 | $80,968-49.8% | $96,544-57.9% | $75,163-46.0% |
| Participation rate | 35.5% | 71.8%-36.3pp | 76.0%-40.5pp | 67.2%-31.7pp |
| Annual return | 24.60% | 27.06%-2.5pp | 25.84%-1.2pp | 160.62%-136.0pp |
| Employer contribution / active EE | $1,671 | $2,282-26.8% | $2,965-43.6% | $2,670-37.4% |
| Participant deferral / active EE | $3,849 | $3,928-2.0% | $4,851-20.6% | $4,125-6.7% |
| Admin fee / account holder | $1,657 | $6,724-75.4% | $8,252-79.9% | $5,651-70.7% |