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 | $43,314 | $95,803-54.8% | $113,168-61.7% | $84,808-48.9% |
| Participation rate | 52.8% | 72.9%-20.1pp | 76.6%-23.8pp | 68.3%-15.5pp |
| Annual return | 19.40% | 25.00%-5.6pp | 24.27%-4.9pp | 40.90%-21.5pp |
| Employer contribution / active EE | $1,436 | $2,360-39.2% | $2,975-51.7% | $2,631-45.4% |
| Participant deferral / active EE | $2,066 | $4,242-51.3% | $5,107-59.6% | $4,212-51.0% |
| Admin fee / account holder | $1,907 | $8,989-78.8% | $12,068-84.2% | $7,344-74.0% |