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 | $55,139 | $59,101-6.7% | $77,163-28.5% | $75,163-26.6% |
| Participation rate | 40.0% | 63.9%-23.9pp | 69.6%-29.6pp | 67.2%-27.2pp |
| Annual return | 18.25% | 26.71%-8.5pp | 37.87%-19.6pp | 160.62%-142.4pp |
| Employer contribution / active EE | $542 | $1,995-72.8% | $2,535-78.6% | $2,670-79.7% |
| Participant deferral / active EE | $1,284 | $2,999-57.2% | $3,833-66.5% | $4,125-68.9% |
| Admin fee / account holder | $2,591 | $4,774-45.7% | $5,472-52.6% | $5,651-54.1% |