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 | $26,103 | $54,705-52.3% | $71,209-63.3% | $84,808-69.2% |
| Participation rate | 55.0% | 64.1%-9.1pp | 73.8%-18.8pp | 68.3%-13.3pp |
| Annual return | 38.26% | 35.90%+2.4pp | 282.51%-244.3pp | 40.90%-2.6pp |
| Employer contribution / active EE | $856 | $2,158-60.3% | $2,721-68.6% | $2,631-67.5% |
| Participant deferral / active EE | $3,740 | $3,030+23.4% | $4,175-10.4% | $4,212-11.2% |
| Admin fee / account holder | $1,173 | $4,863-75.9% | $5,349-78.1% | $7,344-84.0% |