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 | $41,012 | $88,672-53.7% | $105,223-61.0% | $82,448-50.3% |
| Participation rate | 56.3% | 67.9%-11.6pp | 75.0%-18.7pp | 68.1%-11.7pp |
| Annual return | 18.65% | 30.86%-12.2pp | 180.65%-162.0pp | 41.64%-23.0pp |
| Employer contribution / active EE | $1,619 | $3,048-46.9% | $3,689-56.1% | $2,551-36.5% |
| Participant deferral / active EE | $3,449 | $4,036-14.6% | $5,072-32.0% | $4,139-16.7% |
| Admin fee / account holder | $4,679 | $7,146-34.5% | $8,859-47.2% | $7,234-35.3% |