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 | $34,662 | $89,753-61.4% | $107,525-67.8% | $84,808-59.1% |
| Participation rate | 59.0% | 68.1%-9.0pp | 75.1%-16.1pp | 68.3%-9.3pp |
| Annual return | 17.69% | 29.48%-11.8pp | 181.32%-163.6pp | 40.90%-23.2pp |
| Employer contribution / active EE | $1,374 | $3,113-55.9% | $3,754-63.4% | $2,631-47.8% |
| Participant deferral / active EE | $3,577 | $4,056-11.8% | $5,116-30.1% | $4,212-15.1% |
| Admin fee / account holder | $1,161 | $7,222-83.9% | $8,919-87.0% | $7,344-84.2% |