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 | $22,645 | $91,190-75.2% | $178,490-87.3% | $79,858-71.6% |
| Participation rate | 44.8% | 69.2%-24.4pp | 81.9%-37.1pp | 69.6%-24.8pp |
| Annual return | 21.54% | 24.19%-2.7pp | 151.07%-129.5pp | 31.71%-10.2pp |
| Employer contribution / active EE | $1,005 | $3,256-69.1% | $5,011-80.0% | $2,471-59.3% |
| Participant deferral / active EE | $1,981 | $3,236-38.8% | $5,202-61.9% | $3,740-47.0% |
| Admin fee / account holder | $2,322 | $6,751-65.6% | $13,984-83.4% | $5,306-56.2% |