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 | $37,492 | $87,166-57.0% | $76,735-51.1% | $137,256-72.7% |
| Participation rate | 36.8% | 74.4%-37.5pp | 69.5%-32.7pp | 80.0%-43.1pp |
| Annual return | 12.33% | 26.50%-14.2pp | 29.77%-17.4pp | 220.34%-208.0pp |
| Employer contribution / active EE | $924 | $2,904-68.2% | $2,454-62.3% | $4,156-77.8% |
| Participant deferral / active EE | $1,735 | $4,726-63.3% | $4,088-57.6% | $6,407-72.9% |
| Admin fee / account holder | $4,759 | $8,403-43.4% | $7,189-33.8% | $12,270-61.2% |