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 | $37,496 | $89,753-58.2% | $107,525-65.1% | $84,808-55.8% |
| Participation rate | 36.9% | 68.1%-31.2pp | 75.1%-38.2pp | 68.3%-31.4pp |
| Annual return | 19.88% | 29.48%-9.6pp | 181.32%-161.4pp | 40.90%-21.0pp |
| Employer contribution / active EE | $980 | $3,113-68.5% | $3,754-73.9% | $2,631-62.8% |
| Participant deferral / active EE | $1,850 | $4,056-54.4% | $5,116-63.8% | $4,212-56.1% |
| Admin fee / account holder | $3,398 | $7,222-53.0% | $8,919-61.9% | $7,344-53.7% |