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 | $47,814 | $95,416-49.9% | $185,823-74.3% | $85,850-44.3% |
| Participation rate | 37.0% | 68.8%-31.7pp | 81.7%-44.7pp | 69.3%-32.3pp |
| Annual return | 21.90% | 23.59%-1.7pp | 122.05%-100.2pp | 318.53%-296.6pp |
| Employer contribution / active EE | $1,747 | $3,314-47.3% | $5,167-66.2% | $2,565-31.9% |
| Participant deferral / active EE | $4,362 | $3,423+27.4% | $5,568-21.7% | $3,952+10.4% |
| Admin fee / account holder | $544 | $7,213-92.5% | $16,237-96.7% | $6,260-91.3% |