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 | $41,331 | $73,933-44.1% | $96,683-57.3% | $75,163-45.0% |
| Participation rate | 38.5% | 66.4%-28.0pp | 74.3%-35.9pp | 67.2%-28.7pp |
| Annual return | 20.20% | 26.70%-6.5pp | 35.69%-15.5pp | 160.62%-140.4pp |
| Employer contribution / active EE | $973 | $2,928-66.8% | $3,737-74.0% | $2,670-63.6% |
| Participant deferral / active EE | $3,063 | $3,659-16.3% | $4,878-37.2% | $4,125-25.7% |
| Admin fee / account holder | $406 | $5,216-92.2% | $6,730-94.0% | $5,651-92.8% |