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 | $26,759 | $72,277-63.0% | $101,248-73.6% | $79,858-66.5% |
| Participation rate | 45.7% | 68.5%-22.8pp | 75.8%-30.1pp | 69.6%-24.0pp |
| Annual return | 17.09% | 22.30%-5.2pp | 46.47%-29.4pp | 31.71%-14.6pp |
| Employer contribution / active EE | $1,418 | $2,692-47.3% | $3,660-61.2% | $2,471-42.6% |
| Participant deferral / active EE | $3,183 | $3,282-3.0% | $4,370-27.2% | $3,740-14.9% |
| Admin fee / account holder | $2,117 | $4,400-51.9% | $5,945-64.4% | $5,306-60.1% |