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 3-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 | $39,190 | $83,369-53.0% | $105,223-62.8% | $67,986-42.4% |
| Participation rate | 28.2% | 56.3%-28.1pp | 75.0%-46.9pp | 57.2%-29.0pp |
| Annual return | 20.34% | 24.64%-4.3pp | 180.65%-160.3pp | 31.67%-11.3pp |
| Employer contribution / active EE | $1,015 | $2,541-60.0% | $3,689-72.5% | $2,019-49.7% |
| Participant deferral / active EE | $2,501 | $3,295-24.1% | $5,072-50.7% | $3,358-25.5% |
| Admin fee / account holder | $4,020 | $4,073-1.3% | $8,859-54.6% | $3,203+25.5% |