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 | $29,822 | $109,881-72.9% | $150,045-80.1% | $84,808-64.8% |
| Participation rate | 51.0% | 76.1%-25.1pp | 82.3%-31.3pp | 68.3%-17.3pp |
| Annual return | 20.62% | 28.25%-7.6pp | 62.55%-41.9pp | 40.90%-20.3pp |
| Employer contribution / active EE | $1,955 | $3,561-45.1% | $4,693-58.3% | $2,631-25.7% |
| Participant deferral / active EE | $3,611 | $6,636-45.6% | $7,997-54.8% | $4,212-14.3% |
| Admin fee / account holder | $3,106 | $8,568-63.7% | $13,435-76.9% | $7,344-57.7% |