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 7-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 | $48,611 | $56,317-13.7% | $71,209-31.7% | $74,304-34.6% |
| Participation rate | 40.4% | 55.1%-14.7pp | 73.8%-33.3pp | 60.3%-19.9pp |
| Annual return | 19.28% | 42.83%-23.5pp | 282.51%-263.2pp | 29.43%-10.1pp |
| Employer contribution / active EE | $1,512 | $2,160-30.0% | $2,721-44.4% | $2,241-32.5% |
| Participant deferral / active EE | $3,689 | $2,788+32.3% | $4,175-11.7% | $3,767-2.1% |
| Admin fee / account holder | $3,615 | $2,290+57.9% | $5,349-32.4% | $2,969+21.8% |