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 | $36,808 | $115,882-68.2% | $100,516-63.4% | $158,922-76.8% |
| Participation rate | 54.2% | 81.6%-27.4pp | 79.4%-25.2pp | 82.0%-27.8pp |
| Annual return | 23.35% | 34.79%-11.4pp | 30.89%-7.5pp | 302.83%-279.5pp |
| Employer contribution / active EE | $970 | $4,103-76.4% | $3,418-71.6% | $4,761-79.6% |
| Participant deferral / active EE | $2,609 | $6,674-60.9% | $6,270-58.4% | $5,982-56.4% |
| Admin fee / account holder | $10,167 | $10,995-7.5% | $8,081+25.8% | $11,246-9.6% |