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 | $24,289 | $107,452-77.4% | $91,541-73.5% | $142,382-82.9% |
| Participation rate | 38.5% | 75.1%-36.6pp | 69.8%-31.3pp | 80.1%-41.7pp |
| Annual return | 13.78% | 22.06%-8.3pp | 20.50%-6.7pp | 217.08%-203.3pp |
| Employer contribution / active EE | $828 | $2,994-72.3% | $2,505-66.9% | $4,299-80.7% |
| Participant deferral / active EE | $1,006 | $4,754-78.8% | $4,008-74.9% | $6,507-84.5% |
| Admin fee / account holder | $2,287 | $8,834-74.1% | $6,956-67.1% | $12,624-81.9% |