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 | $21,378 | $58,208-63.3% | $81,812-73.9% | $80,856-73.6% |
| Participation rate | 47.9% | 63.4%-15.5pp | 72.3%-24.4pp | 67.6%-19.7pp |
| Annual return | 11.47% | 41.66%-30.2pp | 773.79%-762.3pp | 35.59%-24.1pp |
| Employer contribution / active EE | $474 | $2,340-79.8% | $2,912-83.7% | $2,755-82.8% |
| Participant deferral / active EE | $2,456 | $3,281-25.1% | $4,319-43.1% | $4,296-42.8% |
| Admin fee / account holder | $6,634 | $4,981+33.2% | $7,386-10.2% | $6,918-4.1% |