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 | $74,477 | $81,233-8.3% | $155,567-52.1% | $80,874-7.9% |
| Participation rate | 52.0% | 66.2%-14.2pp | 78.2%-26.2pp | 67.6%-15.6pp |
| Annual return | 21.32% | 33.33%-12.0pp | 64.74%-43.4pp | 35.62%-14.3pp |
| Employer contribution / active EE | $1,329 | $3,101-57.1% | $4,674-71.6% | $2,756-51.8% |
| Participant deferral / active EE | $3,276 | $3,452-5.1% | $5,628-41.8% | $4,297-23.8% |
| Admin fee / account holder | $2,060 | $7,998-74.2% | $15,916-87.1% | $6,935-70.3% |