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 3-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 | $26,612 | $89,753-70.3% | $107,525-75.3% | $84,808-68.6% |
| Participation rate | 44.0% | 68.1%-24.1pp | 75.1%-31.1pp | 68.3%-24.3pp |
| Annual return | 20.45% | 29.48%-9.0pp | 181.32%-160.9pp | 40.90%-20.4pp |
| Employer contribution / active EE | $1,953 | $3,113-37.3% | $3,754-48.0% | $2,631-25.8% |
| Participant deferral / active EE | $3,902 | $4,056-3.8% | $5,116-23.7% | $4,212-7.3% |
| Admin fee / account holder | $328 | $7,222-95.5% | $8,919-96.3% | $7,344-95.5% |