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 5-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 | $63,619 | $100,923-37.0% | $150,045-57.6% | $74,304-14.4% |
| Participation rate | 44.6% | 70.1%-25.5pp | 82.3%-37.7pp | 60.3%-15.7pp |
| Annual return | 18.83% | 51.77%-32.9pp | 62.55%-43.7pp | 29.43%-10.6pp |
| Employer contribution / active EE | $1,959 | $3,463-43.4% | $4,693-58.3% | $2,241-12.6% |
| Participant deferral / active EE | $3,879 | $6,709-42.2% | $7,997-51.5% | $3,767+3.0% |
| Admin fee / account holder | $4,793 | $2,767+73.2% | $13,435-64.3% | $2,969+61.4% |