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 | $62,774 | $96,484-34.9% | $156,263-59.8% | $74,304-15.5% |
| Participation rate | 49.0% | 67.7%-18.6pp | 78.9%-29.9pp | 60.3%-11.3pp |
| Annual return | 20.00% | 17.73%+2.3pp | 59.47%-39.5pp | 29.43%-9.4pp |
| Employer contribution / active EE | $1,422 | $2,528-43.7% | $4,333-67.2% | $2,241-36.5% |
| Participant deferral / active EE | $2,234 | $4,286-47.9% | $6,158-63.7% | $3,767-40.7% |
| Admin fee / account holder | $2,731 | $3,728-26.7% | $14,255-80.8% | $2,969-8.0% |