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 | $56,454 | $73,933-23.6% | $96,683-41.6% | $75,163-24.9% |
| Participation rate | 49.3% | 66.4%-17.2pp | 74.3%-25.1pp | 67.2%-17.9pp |
| Annual return | 22.55% | 26.70%-4.2pp | 35.69%-13.1pp | 160.62%-138.1pp |
| Employer contribution / active EE | $1,848 | $2,928-36.9% | $3,737-50.5% | $2,670-30.8% |
| Participant deferral / active EE | $3,750 | $3,659+2.5% | $4,878-23.1% | $4,125-9.1% |
| Admin fee / account holder | $1,126 | $5,216-78.4% | $6,730-83.3% | $5,651-80.1% |