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 7-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 | $34,739 | $109,413-68.2% | $156,263-77.8% | $84,808-59.0% |
| Participation rate | 56.0% | 72.7%-16.7pp | 78.9%-22.9pp | 68.3%-12.3pp |
| Annual return | 18.62% | 20.18%-1.6pp | 59.47%-40.8pp | 40.90%-22.3pp |
| Employer contribution / active EE | $1,371 | $2,907-52.8% | $4,333-68.4% | $2,631-47.9% |
| Participant deferral / active EE | $3,185 | $4,590-30.6% | $6,158-48.3% | $4,212-24.4% |
| Admin fee / account holder | $2,123 | $9,357-77.3% | $14,255-85.1% | $7,344-71.1% |