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 9-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 | $26,565 | $54,705-51.4% | $71,209-62.7% | $84,808-68.7% |
| Participation rate | 40.6% | 64.1%-23.4pp | 73.8%-33.1pp | 68.3%-27.7pp |
| Annual return | 22.18% | 35.90%-13.7pp | 282.51%-260.3pp | 40.90%-18.7pp |
| Employer contribution / active EE | $1,633 | $2,158-24.3% | $2,721-40.0% | $2,631-37.9% |
| Participant deferral / active EE | $3,370 | $3,030+11.2% | $4,175-19.3% | $4,212-20.0% |
| Admin fee / account holder | $2,230 | $4,863-54.1% | $5,349-58.3% | $7,344-69.6% |