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 6-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 | $44,516 | $73,933-39.8% | $96,683-54.0% | $75,163-40.8% |
| Participation rate | 35.2% | 66.4%-31.2pp | 74.3%-39.2pp | 67.2%-32.0pp |
| Annual return | 17.98% | 26.70%-8.7pp | 35.69%-17.7pp | 160.62%-142.6pp |
| Employer contribution / active EE | $1,825 | $2,928-37.7% | $3,737-51.2% | $2,670-31.6% |
| Participant deferral / active EE | $4,549 | $3,659+24.3% | $4,878-6.8% | $4,125+10.3% |
| Admin fee / account holder | $3,377 | $5,216-35.3% | $6,730-49.8% | $5,651-40.2% |