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 | $45,589 | $81,460-44.0% | $103,333-55.9% | $80,856-43.6% |
| Participation rate | 52.9% | 66.8%-13.9pp | 74.5%-21.6pp | 67.6%-14.7pp |
| Annual return | 12.64% | 25.55%-12.9pp | 24.88%-12.2pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,499 | $3,105-51.7% | $3,868-61.3% | $2,755-45.6% |
| Participant deferral / active EE | $2,586 | $3,869-33.1% | $5,057-48.9% | $4,296-39.8% |
| Admin fee / account holder | $3,385 | $6,566-48.5% | $8,355-59.5% | $6,918-51.1% |