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 | $39,334 | $80,717-51.3% | $154,803-74.6% | $84,808-53.6% |
| Participation rate | 53.8% | 66.8%-13.0pp | 78.1%-24.2pp | 68.3%-14.5pp |
| Annual return | 42.24% | 37.96%+4.3pp | 58.88%-16.6pp | 40.90%+1.3pp |
| Employer contribution / active EE | $1,210 | $2,761-56.2% | $4,305-71.9% | $2,631-54.0% |
| Participant deferral / active EE | $2,340 | $3,303-29.2% | $5,540-57.8% | $4,212-44.4% |
| Admin fee / account holder | $2,616 | $6,746-61.2% | $14,329-81.7% | $7,344-64.4% |