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 | $44,444 | $81,248-45.3% | $155,509-71.4% | $80,856-45.0% |
| Participation rate | 32.1% | 66.2%-34.1pp | 78.2%-46.0pp | 67.6%-35.5pp |
| Annual return | 14.14% | 33.31%-19.2pp | 64.67%-50.5pp | 35.59%-21.4pp |
| Employer contribution / active EE | $1,067 | $3,100-65.6% | $4,672-77.2% | $2,755-61.3% |
| Participant deferral / active EE | $1,838 | $3,452-46.7% | $5,626-67.3% | $4,296-57.2% |
| Admin fee / account holder | $1,102 | $7,997-86.2% | $15,912-93.1% | $6,918-84.1% |