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 | $31,069 | $93,571-66.8% | $135,903-77.1% | $75,163-58.7% |
| Participation rate | 55.3% | 75.2%-19.9pp | 81.9%-26.6pp | 67.2%-11.9pp |
| Annual return | 22.68% | 30.90%-8.2pp | 68.23%-45.6pp | 160.62%-137.9pp |
| Employer contribution / active EE | $2,182 | $3,537-38.3% | $4,856-55.1% | $2,670-18.3% |
| Participant deferral / active EE | $4,304 | $6,404-32.8% | $7,758-44.5% | $4,125+4.3% |
| Admin fee / account holder | $2,723 | $6,975-61.0% | $10,762-74.7% | $5,651-51.8% |