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 | $41,020 | $102,317-59.9% | $146,958-72.1% | $80,856-49.3% |
| Participation rate | 49.3% | 75.8%-26.5pp | 82.2%-32.8pp | 67.6%-18.3pp |
| Annual return | 11.94% | 134.76%-122.8pp | 418.34%-406.4pp | 35.59%-23.7pp |
| Employer contribution / active EE | $1,760 | $3,713-52.6% | $4,933-64.3% | $2,755-36.1% |
| Participant deferral / active EE | $3,445 | $6,644-48.2% | $8,070-57.3% | $4,296-19.8% |
| Admin fee / account holder | $839 | $7,941-89.4% | $12,998-93.5% | $6,918-87.9% |