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 | $36,560 | $58,234-37.2% | $81,783-55.3% | $80,874-54.8% |
| Participation rate | 18.8% | 63.4%-44.7pp | 72.4%-53.6pp | 67.6%-48.9pp |
| Annual return | 12.61% | 41.70%-29.1pp | 775.05%-762.4pp | 35.62%-23.0pp |
| Employer contribution / active EE | $840 | $2,341-64.1% | $2,913-71.2% | $2,756-69.5% |
| Participant deferral / active EE | $1,913 | $3,283-41.7% | $4,320-55.7% | $4,297-55.5% |
| Admin fee / account holder | $1,640 | $4,982-67.1% | $7,380-77.8% | $6,935-76.4% |