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 | $44,083 | $114,381-61.5% | $107,525-59.0% | $142,382-69.0% |
| Participation rate | 46.7% | 78.1%-31.5pp | 75.1%-28.4pp | 80.1%-33.5pp |
| Annual return | 19.12% | 242.71%-223.6pp | 181.32%-162.2pp | 217.08%-198.0pp |
| Employer contribution / active EE | $1,195 | $4,015-70.2% | $3,754-68.2% | $4,299-72.2% |
| Participant deferral / active EE | $3,570 | $5,564-35.8% | $5,116-30.2% | $6,507-45.1% |
| Admin fee / account holder | $4,730 | $9,860-52.0% | $8,919-47.0% | $12,624-62.5% |