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 | $40,202 | $48,750-17.5% | $88,946-54.8% | $74,304-45.9% |
| Participation rate | 25.0% | 44.5%-19.5pp | 68.8%-43.8pp | 60.3%-35.3pp |
| Annual return | 20.84% | 25.91%-5.1pp | 57.82%-37.0pp | 29.43%-8.6pp |
| Employer contribution / active EE | $1,208 | $1,255-3.8% | $2,555-52.7% | $2,241-46.1% |
| Participant deferral / active EE | $2,180 | $2,423-10.0% | $4,581-52.4% | $3,767-42.1% |
| Admin fee / account holder | $2,270 | $3,756-39.6% | $8,261-72.5% | $2,969-23.6% |