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 | $31,958 | $86,944-63.2% | $107,525-70.3% | $74,304-57.0% |
| Participation rate | 37.4% | 59.6%-22.1pp | 75.1%-37.7pp | 60.3%-22.9pp |
| Annual return | 20.26% | 23.52%-3.3pp | 181.32%-161.1pp | 29.43%-9.2pp |
| Employer contribution / active EE | $1,402 | $2,757-49.1% | $3,754-62.6% | $2,241-37.4% |
| Participant deferral / active EE | $2,398 | $3,554-32.5% | $5,116-53.1% | $3,767-36.3% |
| Admin fee / account holder | $3,594 | $3,727-3.5% | $8,919-59.7% | $2,969+21.1% |