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 | $37,686 | $61,272-38.5% | $149,673-74.8% | $71,457-47.3% |
| Participation rate | 45.2% | 62.5%-17.3pp | 78.8%-33.5pp | 67.9%-22.7pp |
| Annual return | 13.93% | 35.85%-21.9pp | 134.42%-120.5pp | 28.85%-14.9pp |
| Employer contribution / active EE | $1,537 | $2,378-35.4% | $4,818-68.1% | $2,588-40.6% |
| Participant deferral / active EE | $3,379 | $2,917+15.8% | $5,680-40.5% | $4,289-21.2% |
| Admin fee / account holder | $4,635 | $1,261+267.5% | $13,210-64.9% | $1,587+192.0% |