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 | $37,340 | $86,286-56.7% | $111,297-66.4% | $85,850-56.5% |
| Participation rate | 60.7% | 73.3%-12.6pp | 77.3%-16.6pp | 69.3%-8.6pp |
| Annual return | 13.44% | 19.99%-6.5pp | 54.65%-41.2pp | 318.53%-305.1pp |
| Employer contribution / active EE | $1,261 | $2,043-38.3% | $2,731-53.8% | $2,565-50.8% |
| Participant deferral / active EE | $2,149 | $3,641-41.0% | $4,487-52.1% | $3,952-45.6% |
| Admin fee / account holder | $1,226 | $8,188-85.0% | $7,964-84.6% | $6,260-80.4% |