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 | $46,894 | $93,571-49.9% | $135,903-65.5% | $75,163-37.6% |
| Participation rate | 58.5% | 75.2%-16.6pp | 81.9%-23.4pp | 67.2%-8.7pp |
| Annual return | 27.27% | 30.90%-3.6pp | 68.23%-41.0pp | 160.62%-133.3pp |
| Employer contribution / active EE | $4,547 | $3,537+28.6% | $4,856-6.4% | $2,670+70.3% |
| Participant deferral / active EE | $9,556 | $6,404+49.2% | $7,758+23.2% | $4,125+131.7% |
| Admin fee / account holder | $4,089 | $6,975-41.4% | $10,762-62.0% | $5,651-27.6% |