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 | $37,409 | $89,753-58.3% | $107,525-65.2% | $84,808-55.9% |
| Participation rate | 46.9% | 68.1%-21.2pp | 75.1%-28.2pp | 68.3%-21.4pp |
| Annual return | 19.14% | 29.48%-10.3pp | 181.32%-162.2pp | 40.90%-21.8pp |
| Employer contribution / active EE | $1,622 | $3,113-47.9% | $3,754-56.8% | $2,631-38.4% |
| Participant deferral / active EE | $3,039 | $4,056-25.1% | $5,116-40.6% | $4,212-27.8% |
| Admin fee / account holder | $2,905 | $7,222-59.8% | $8,919-67.4% | $7,344-60.4% |