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 | $41,714 | $81,460-48.8% | $103,333-59.6% | $80,856-48.4% |
| Participation rate | 32.5% | 66.8%-34.3pp | 74.5%-42.0pp | 67.6%-35.1pp |
| Annual return | 16.65% | 25.55%-8.9pp | 24.88%-8.2pp | 35.59%-18.9pp |
| Employer contribution / active EE | $1,188 | $3,105-61.7% | $3,868-69.3% | $2,755-56.9% |
| Participant deferral / active EE | $1,711 | $3,869-55.8% | $5,057-66.2% | $4,296-60.2% |
| Admin fee / account holder | $832 | $6,566-87.3% | $8,355-90.0% | $6,918-88.0% |