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 | $58,925 | $96,484-38.9% | $156,263-62.3% | $74,304-20.7% |
| Participation rate | 40.0% | 67.7%-27.7pp | 78.9%-38.9pp | 60.3%-20.3pp |
| Annual return | 22.12% | 17.73%+4.4pp | 59.47%-37.3pp | 29.43%-7.3pp |
| Employer contribution / active EE | $1,524 | $2,528-39.7% | $4,333-64.8% | $2,241-32.0% |
| Participant deferral / active EE | $2,311 | $4,286-46.1% | $6,158-62.5% | $3,767-38.7% |
| Admin fee / account holder | $2,288 | $3,728-38.6% | $14,255-83.9% | $2,969-22.9% |