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 | $76,714 | $163,101-53.0% | $136,749-43.9% | $142,382-46.1% |
| Participation rate | 50.0% | 78.2%-28.2pp | 72.1%-22.1pp | 80.1%-30.1pp |
| Annual return | 19.44% | 27.54%-8.1pp | 24.33%-4.9pp | 217.08%-197.6pp |
| Employer contribution / active EE | $1,400 | $4,117-66.0% | $3,400-58.8% | $4,299-67.4% |
| Participant deferral / active EE | $1,989 | $5,585-64.4% | $4,692-57.6% | $6,507-69.4% |
| Admin fee / account holder | $2,642 | $14,318-81.5% | $11,386-76.8% | $12,624-79.1% |