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 6-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 | $51,742 | $109,413-52.7% | $156,263-66.9% | $84,808-39.0% |
| Participation rate | 40.0% | 72.7%-32.7pp | 78.9%-38.9pp | 68.3%-28.3pp |
| Annual return | 17.09% | 20.18%-3.1pp | 59.47%-42.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $1,395 | $2,907-52.0% | $4,333-67.8% | $2,631-47.0% |
| Participant deferral / active EE | $2,499 | $4,590-45.5% | $6,158-59.4% | $4,212-40.7% |
| Admin fee / account holder | $2,973 | $9,357-68.2% | $14,255-79.1% | $7,344-59.5% |