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 | $47,317 | $78,672-39.9% | $109,143-56.6% | $85,850-44.9% |
| Participation rate | 57.4% | 68.3%-10.9pp | 75.9%-18.5pp | 69.3%-11.9pp |
| Annual return | 19.19% | 25.09%-5.9pp | 25.75%-6.6pp | 318.53%-299.3pp |
| Employer contribution / active EE | $2,510 | $2,735-8.2% | $3,722-32.6% | $2,565-2.1% |
| Participant deferral / active EE | $5,782 | $3,467+66.8% | $4,653+24.3% | $3,952+46.3% |
| Admin fee / account holder | $1,232 | $5,469-77.5% | $6,752-81.8% | $6,260-80.3% |