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 9-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 | $40,697 | $81,248-49.9% | $155,509-73.8% | $80,856-49.7% |
| Participation rate | 46.2% | 66.2%-20.1pp | 78.2%-32.0pp | 67.6%-21.5pp |
| Annual return | 10.67% | 33.31%-22.6pp | 64.67%-54.0pp | 35.59%-24.9pp |
| Employer contribution / active EE | $1,394 | $3,100-55.0% | $4,672-70.2% | $2,755-49.4% |
| Participant deferral / active EE | $2,872 | $3,452-16.8% | $5,626-49.0% | $4,296-33.1% |
| Admin fee / account holder | $8,949 | $7,997+11.9% | $15,912-43.8% | $6,918+29.4% |