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 | $37,089 | $80,724-54.1% | $103,333-64.1% | $74,495-50.2% |
| Participation rate | 33.3% | 65.7%-32.3pp | 74.5%-41.2pp | 67.2%-33.9pp |
| Annual return | 15.24% | 27.56%-12.3pp | 24.88%-9.6pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $1,198 | $3,157-62.1% | $3,868-69.0% | $2,623-54.3% |
| Participant deferral / active EE | $2,429 | $3,860-37.1% | $5,057-52.0% | $4,346-44.1% |
| Admin fee / account holder | $1,454 | $2,368-38.6% | $8,355-82.6% | $1,942-25.1% |