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 3-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 | $32,930 | $86,944-62.1% | $107,525-69.4% | $74,304-55.7% |
| Participation rate | 38.9% | 59.6%-20.6pp | 75.1%-36.1pp | 60.3%-21.4pp |
| Annual return | 22.01% | 23.52%-1.5pp | 181.32%-159.3pp | 29.43%-7.4pp |
| Employer contribution / active EE | $1,157 | $2,757-58.0% | $3,754-69.2% | $2,241-48.4% |
| Participant deferral / active EE | $1,875 | $3,554-47.2% | $5,116-63.4% | $3,767-50.2% |
| Admin fee / account holder | $1,566 | $3,727-58.0% | $8,919-82.4% | $2,969-47.3% |