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 | $51,987 | $86,944-40.2% | $107,525-51.7% | $74,304-30.0% |
| Participation rate | 29.6% | 59.6%-29.9pp | 75.1%-45.5pp | 60.3%-30.7pp |
| Annual return | 15.96% | 23.52%-7.6pp | 181.32%-165.4pp | 29.43%-13.5pp |
| Employer contribution / active EE | $1,072 | $2,757-61.1% | $3,754-71.4% | $2,241-52.2% |
| Participant deferral / active EE | $1,726 | $3,554-51.4% | $5,116-66.3% | $3,767-54.2% |
| Admin fee / account holder | $1,555 | $3,727-58.3% | $8,919-82.6% | $2,969-47.6% |