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 3-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 | $39,968 | $48,795-18.1% | $65,493-39.0% | $84,808-52.9% |
| Participation rate | 40.5% | 67.0%-26.5pp | 73.1%-32.6pp | 68.3%-27.8pp |
| Annual return | 16.02% | 20.20%-4.2pp | 982.45%-966.4pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,266 | $1,930-34.4% | $2,574-50.8% | $2,631-51.9% |
| Participant deferral / active EE | $1,781 | $2,928-39.2% | $3,961-55.0% | $4,212-57.7% |
| Admin fee / account holder | $1,351 | $3,877-65.2% | $5,028-73.1% | $7,344-81.6% |