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 | $70,895 | $77,314-8.3% | $177,989-60.2% | $80,856-12.3% |
| Participation rate | 18.5% | 65.7%-47.2pp | 77.1%-58.6pp | 67.6%-49.1pp |
| Annual return | 13.58% | 18.09%-4.5pp | 294.48%-280.9pp | 35.59%-22.0pp |
| Employer contribution / active EE | $601 | $2,292-73.8% | $3,949-84.8% | $2,755-78.2% |
| Participant deferral / active EE | $1,617 | $4,411-63.3% | $6,276-74.2% | $4,296-62.4% |
| Admin fee / account holder | $3,440 | $7,191-52.2% | $10,363-66.8% | $6,918-50.3% |