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 | $53,835 | $110,257-51.2% | $96,544-44.2% | $139,434-61.4% |
| Participation rate | 30.0% | 78.1%-48.1pp | 76.0%-46.0pp | 80.3%-50.3pp |
| Annual return | 14.03% | 26.32%-12.3pp | 25.84%-11.8pp | 372.94%-358.9pp |
| Employer contribution / active EE | $952 | $3,620-73.7% | $2,965-67.9% | $4,751-80.0% |
| Participant deferral / active EE | $3,500 | $5,548-36.9% | $4,851-27.9% | $6,710-47.8% |
| Admin fee / account holder | $1,145 | $11,591-90.1% | $8,252-86.1% | $11,403-90.0% |