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 | $47,034 | $71,050-33.8% | $93,606-49.8% | $80,856-41.8% |
| Participation rate | 35.6% | 60.4%-24.9pp | 68.7%-33.2pp | 67.6%-32.1pp |
| Annual return | 10.59% | 11.26%-0.7pp | 133.20%-122.6pp | 35.59%-25.0pp |
| Employer contribution / active EE | $1,368 | $1,564-12.5% | $2,420-43.5% | $2,755-50.4% |
| Participant deferral / active EE | $2,906 | $4,034-28.0% | $4,411-34.1% | $4,296-32.4% |
| Admin fee / account holder | $3,837 | $6,945-44.7% | $8,285-53.7% | $6,918-44.5% |