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 | $40,463 | $67,984-40.5% | $65,493-38.2% | $74,304-45.5% |
| Participation rate | 42.9% | 66.3%-23.5pp | 73.1%-30.2pp | 60.3%-17.5pp |
| Annual return | 26.59% | 19.87%+6.7pp | 982.45%-955.9pp | 29.43%-2.8pp |
| Employer contribution / active EE | $1,747 | $2,491-29.9% | $2,574-32.1% | $2,241-22.0% |
| Participant deferral / active EE | $2,453 | $3,346-26.7% | $3,961-38.1% | $3,767-34.9% |
| Admin fee / account holder | $1,960 | $1,373+42.7% | $5,028-61.0% | $2,969-34.0% |