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 | $33,099 | $73,933-55.2% | $96,683-65.8% | $75,163-56.0% |
| Participation rate | 22.6% | 66.4%-43.8pp | 74.3%-51.7pp | 67.2%-44.6pp |
| Annual return | 46.67% | 26.70%+20.0pp | 35.69%+11.0pp | 160.62%-113.9pp |
| Employer contribution / active EE | $1,103 | $2,928-62.3% | $3,737-70.5% | $2,670-58.7% |
| Participant deferral / active EE | $1,954 | $3,659-46.6% | $4,878-59.9% | $4,125-52.6% |
| Admin fee / account holder | $4,052 | $5,216-22.3% | $6,730-39.8% | $5,651-28.3% |