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 | $25,580 | $72,012-64.5% | $185,823-86.2% | $79,858-68.0% |
| Participation rate | 40.9% | 65.8%-24.9pp | 78.0%-37.1pp | 69.6%-28.7pp |
| Annual return | 15.46% | 23.12%-7.7pp | 35.95%-20.5pp | 31.71%-16.3pp |
| Employer contribution / active EE | $1,144 | $1,965-41.8% | $4,087-72.0% | $2,471-53.7% |
| Participant deferral / active EE | $1,723 | $3,779-54.4% | $5,632-69.4% | $3,740-53.9% |
| Admin fee / account holder | $725 | $4,513-83.9% | $9,500-92.4% | $5,306-86.3% |