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 | $44,830 | $72,012-37.7% | $185,823-75.9% | $79,858-43.9% |
| Participation rate | 52.7% | 65.8%-13.1pp | 78.0%-25.3pp | 69.6%-16.9pp |
| Annual return | 19.92% | 23.12%-3.2pp | 35.95%-16.0pp | 31.71%-11.8pp |
| Employer contribution / active EE | $1,687 | $1,965-14.1% | $4,087-58.7% | $2,471-31.7% |
| Participant deferral / active EE | $3,428 | $3,779-9.3% | $5,632-39.1% | $3,740-8.3% |
| Admin fee / account holder | $479 | $4,513-89.4% | $9,500-95.0% | $5,306-91.0% |