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 | $25,675 | $54,762-53.1% | $90,281-71.6% | $72,985-64.8% |
| Participation rate | 38.8% | 65.1%-26.3pp | 73.3%-34.5pp | 69.5%-30.7pp |
| Annual return | 21.28% | 30.63%-9.4pp | 78.10%-56.8pp | 81.00%-59.7pp |
| Employer contribution / active EE | $788 | $2,092-62.3% | $2,854-72.4% | $2,440-67.7% |
| Participant deferral / active EE | $1,242 | $2,887-57.0% | $3,885-68.0% | $3,607-65.6% |
| Admin fee / account holder | $1,193 | $3,972-70.0% | $5,351-77.7% | $5,124-76.7% |