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 | $45,956 | $104,974-56.2% | $95,585-51.9% | $142,382-67.7% |
| Participation rate | 31.6% | 75.0%-43.4pp | 72.1%-40.5pp | 80.1%-48.5pp |
| Annual return | 17.62% | 210.33%-192.7pp | 38.56%-20.9pp | 217.08%-199.5pp |
| Employer contribution / active EE | $1,118 | $2,779-59.8% | $2,527-55.8% | $4,299-74.0% |
| Participant deferral / active EE | $2,601 | $4,352-40.2% | $4,023-35.3% | $6,507-60.0% |
| Admin fee / account holder | $481 | $6,386-92.5% | $6,127-92.1% | $12,624-96.2% |