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 | $50,390 | $77,314-34.8% | $177,989-71.7% | $80,856-37.7% |
| Participation rate | 39.2% | 65.7%-26.5pp | 77.1%-37.9pp | 67.6%-28.5pp |
| Annual return | 18.78% | 18.09%+0.7pp | 294.48%-275.7pp | 35.59%-16.8pp |
| Employer contribution / active EE | $1,304 | $2,292-43.1% | $3,949-67.0% | $2,755-52.7% |
| Participant deferral / active EE | $3,051 | $4,411-30.8% | $6,276-51.4% | $4,296-29.0% |
| Admin fee / account holder | $2,535 | $7,191-64.7% | $10,363-75.5% | $6,918-63.4% |