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 | $21,604 | $63,764-66.1% | $81,930-73.6% | $79,858-72.9% |
| Participation rate | 48.4% | 67.5%-19.1pp | 72.0%-23.6pp | 69.6%-21.2pp |
| Annual return | 22.50% | 22.66%-0.2pp | 29.49%-7.0pp | 31.71%-9.2pp |
| Employer contribution / active EE | $1,171 | $1,795-34.8% | $4,310-72.8% | $2,471-52.6% |
| Participant deferral / active EE | $3,262 | $2,780+17.3% | $7,107-54.1% | $3,740-12.8% |
| Admin fee / account holder | $2,868 | $4,426-35.2% | $5,158-44.4% | $5,306-46.0% |