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 | $49,051 | $89,753-45.3% | $107,525-54.4% | $84,808-42.2% |
| Participation rate | 32.6% | 68.1%-35.5pp | 75.1%-42.5pp | 68.3%-35.7pp |
| Annual return | 19.42% | 29.48%-10.1pp | 181.32%-161.9pp | 40.90%-21.5pp |
| Employer contribution / active EE | $1,645 | $3,113-47.2% | $3,754-56.2% | $2,631-37.5% |
| Participant deferral / active EE | $3,108 | $4,056-23.4% | $5,116-39.2% | $4,212-26.2% |
| Admin fee / account holder | $8,915 | $7,222+23.4% | $8,9190% | $7,344+21.4% |