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 | $43,429 | $81,460-46.7% | $103,333-58.0% | $80,856-46.3% |
| Participation rate | 42.5% | 66.8%-24.3pp | 74.5%-32.0pp | 67.6%-25.1pp |
| Annual return | 16.81% | 25.55%-8.7pp | 24.88%-8.1pp | 35.59%-18.8pp |
| Employer contribution / active EE | $1,270 | $3,105-59.1% | $3,868-67.2% | $2,755-53.9% |
| Participant deferral / active EE | $2,819 | $3,869-27.1% | $5,057-44.3% | $4,296-34.4% |
| Admin fee / account holder | $2,626 | $6,566-60.0% | $8,355-68.6% | $6,918-62.0% |