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 | $44,959 | $77,899-42.3% | $149,673-70.0% | $75,163-40.2% |
| Participation rate | 40.5% | 65.6%-25.0pp | 78.8%-38.2pp | 67.2%-26.7pp |
| Annual return | 25.24% | 31.72%-6.5pp | 134.42%-109.2pp | 160.62%-135.4pp |
| Employer contribution / active EE | $1,078 | $3,137-65.6% | $4,818-77.6% | $2,670-59.6% |
| Participant deferral / active EE | $1,850 | $3,411-45.8% | $5,680-67.4% | $4,125-55.1% |
| Admin fee / account holder | $1,744 | $5,956-70.7% | $13,210-86.8% | $5,651-69.1% |