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 5-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 | $24,934 | $29,319-15.0% | $52,425-52.4% | $82,448-69.8% |
| Participation rate | 41.0% | 46.9%-5.9pp | 55.6%-14.6pp | 68.1%-27.1pp |
| Annual return | 19.44% | 535.20%-515.8pp | 302.12%-282.7pp | 41.64%-22.2pp |
| Employer contribution / active EE | $929 | $586+58.4% | $914+1.6% | $2,551-63.6% |
| Participant deferral / active EE | $1,149 | $1,171-1.9% | $1,790-35.8% | $4,139-72.2% |
| Admin fee / account holder | $2,397 | $1,962+22.2% | $2,495-3.9% | $7,234-66.9% |