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 | $40,642 | $81,248-50.0% | $155,509-73.9% | $80,856-49.7% |
| Participation rate | 32.5% | 66.2%-33.7pp | 78.2%-45.7pp | 67.6%-35.1pp |
| Annual return | 11.37% | 33.31%-21.9pp | 64.67%-53.3pp | 35.59%-24.2pp |
| Employer contribution / active EE | $1,131 | $3,100-63.5% | $4,672-75.8% | $2,755-59.0% |
| Participant deferral / active EE | $1,661 | $3,452-51.9% | $5,626-70.5% | $4,296-61.3% |
| Admin fee / account holder | $7,964 | $7,997-0.4% | $15,912-49.9% | $6,918+15.1% |