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 | $40,963 | $112,729-63.7% | $98,716-58.5% | $137,256-70.2% |
| Participation rate | 30.0% | 74.2%-44.2pp | 69.3%-39.3pp | 80.0%-50.0pp |
| Annual return | 17.36% | 38.48%-21.1pp | 31.81%-14.5pp | 220.34%-203.0pp |
| Employer contribution / active EE | $464 | $2,725-83.0% | $2,279-79.6% | $4,156-88.8% |
| Participant deferral / active EE | $1,364 | $4,640-70.6% | $4,048-66.3% | $6,407-78.7% |
| Admin fee / account holder | $377 | $10,129-96.3% | $8,703-95.7% | $12,270-96.9% |