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 | $21,681 | $73,933-70.7% | $96,683-77.6% | $75,163-71.2% |
| Participation rate | 46.9% | 66.4%-19.5pp | 74.3%-27.4pp | 67.2%-20.3pp |
| Annual return | 19.27% | 26.70%-7.4pp | 35.69%-16.4pp | 160.62%-141.3pp |
| Employer contribution / active EE | $1,903 | $2,928-35.0% | $3,737-49.1% | $2,670-28.7% |
| Participant deferral / active EE | $2,912 | $3,659-20.4% | $4,878-40.3% | $4,125-29.4% |
| Admin fee / account holder | $2,115 | $5,216-59.4% | $6,730-68.6% | $5,651-62.6% |