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 3-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 | $26,432 | $29,319-9.8% | $52,425-49.6% | $82,448-67.9% |
| Participation rate | 42.9% | 46.9%-4.0pp | 55.6%-12.8pp | 68.1%-25.2pp |
| Annual return | 23.23% | 535.20%-512.0pp | 302.12%-278.9pp | 41.64%-18.4pp |
| Employer contribution / active EE | $956 | $586+62.9% | $914+4.5% | $2,551-62.5% |
| Participant deferral / active EE | $3,017 | $1,171+157.6% | $1,790+68.5% | $4,139-27.1% |
| Admin fee / account holder | $1,935 | $1,962-1.4% | $2,495-22.4% | $7,234-73.3% |