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 | $45,367 | $77,899-41.8% | $149,673-69.7% | $75,163-39.6% |
| Participation rate | 30.3% | 65.6%-35.3pp | 78.8%-48.5pp | 67.2%-36.9pp |
| Annual return | 16.45% | 31.72%-15.3pp | 134.42%-118.0pp | 160.62%-144.2pp |
| Employer contribution / active EE | $582 | $3,137-81.5% | $4,818-87.9% | $2,670-78.2% |
| Participant deferral / active EE | $1,934 | $3,411-43.3% | $5,680-66.0% | $4,125-53.1% |
| Admin fee / account holder | $616 | $5,956-89.7% | $13,210-95.3% | $5,651-89.1% |