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 | $68,705 | $93,170-26.3% | $100,534-31.7% | $84,808-19.0% |
| Participation rate | 29.6% | 75.8%-46.2pp | 80.6%-51.0pp | 68.3%-38.7pp |
| Annual return | 18.21% | 47.13%-28.9pp | 32.66%-14.5pp | 40.90%-22.7pp |
| Employer contribution / active EE | $1,147 | $3,985-71.2% | $4,346-73.6% | $2,631-56.4% |
| Participant deferral / active EE | $3,577 | $5,699-37.2% | $6,144-41.8% | $4,212-15.1% |
| Admin fee / account holder | $448 | $7,382-93.9% | $7,654-94.1% | $7,344-93.9% |