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 | $42,613 | $45,343-6.0% | $150,298-71.6% | $67,986-37.3% |
| Participation rate | 21.8% | 51.9%-30.1pp | 77.8%-56.0pp | 57.2%-35.4pp |
| Annual return | 19.08% | 33.28%-14.2pp | 62.79%-43.7pp | 31.67%-12.6pp |
| Employer contribution / active EE | $599 | $1,462-59.0% | $4,154-85.6% | $2,019-70.3% |
| Participant deferral / active EE | $1,166 | $2,055-43.2% | $5,453-78.6% | $3,358-65.3% |
| Admin fee / account holder | $4,359 | $2,250+93.8% | $14,116-69.1% | $3,203+36.1% |