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 | $50,498 | $80,717-37.4% | $154,803-67.4% | $84,808-40.5% |
| Participation rate | 34.4% | 66.8%-32.4pp | 78.1%-43.6pp | 68.3%-33.9pp |
| Annual return | 14.89% | 37.96%-23.1pp | 58.88%-44.0pp | 40.90%-26.0pp |
| Employer contribution / active EE | $724 | $2,761-73.8% | $4,305-83.2% | $2,631-72.5% |
| Participant deferral / active EE | $1,615 | $3,303-51.1% | $5,540-70.9% | $4,212-61.7% |
| Admin fee / account holder | $3,978 | $6,746-41.0% | $14,329-72.2% | $7,344-45.8% |