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 | $42,590 | $73,933-42.4% | $96,683-55.9% | $75,163-43.3% |
| Participation rate | 35.6% | 66.4%-30.8pp | 74.3%-38.7pp | 67.2%-31.6pp |
| Annual return | 20.73% | 26.70%-6.0pp | 35.69%-15.0pp | 160.62%-139.9pp |
| Employer contribution / active EE | $1,007 | $2,928-65.6% | $3,737-73.1% | $2,670-62.3% |
| Participant deferral / active EE | $2,422 | $3,659-33.8% | $4,878-50.4% | $4,125-41.3% |
| Admin fee / account holder | $1,153 | $5,216-77.9% | $6,730-82.9% | $5,651-79.6% |