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 | $61,278 | $64,324-4.7% | $118,925-48.5% | $79,858-23.3% |
| Participation rate | 53.4% | 64.9%-11.4pp | 75.4%-21.9pp | 69.6%-16.2pp |
| Annual return | 13.62% | 86.45%-72.8pp | 35.88%-22.3pp | 31.71%-18.1pp |
| Employer contribution / active EE | $1,203 | $1,836-34.5% | $3,263-63.1% | $2,471-51.3% |
| Participant deferral / active EE | $3,067 | $2,824+8.6% | $4,265-28.1% | $3,740-18.0% |
| Admin fee / account holder | $1,656 | $4,040-59.0% | $6,581-74.8% | $5,306-68.8% |