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 5-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 | $37,424 | $49,922-25.0% | $80,569-53.6% | $75,163-50.2% |
| Participation rate | 34.0% | 55.3%-21.3pp | 67.0%-33.0pp | 67.2%-33.2pp |
| Annual return | 16.30% | 34.69%-18.4pp | 935.43%-919.1pp | 160.62%-144.3pp |
| Employer contribution / active EE | $1,174 | $1,698-30.9% | $2,723-56.9% | $2,670-56.0% |
| Participant deferral / active EE | $2,141 | $2,990-28.4% | $4,447-51.9% | $4,125-48.1% |
| Admin fee / account holder | $3,354 | $3,577-6.2% | $5,377-37.6% | $5,651-40.6% |