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 | $48,132 | $91,190-47.2% | $178,490-73.0% | $79,858-39.7% |
| Participation rate | 55.3% | 69.2%-13.9pp | 81.9%-26.7pp | 69.6%-14.4pp |
| Annual return | 17.67% | 24.19%-6.5pp | 151.07%-133.4pp | 31.71%-14.0pp |
| Employer contribution / active EE | $992 | $3,256-69.5% | $5,011-80.2% | $2,471-59.9% |
| Participant deferral / active EE | $1,632 | $3,236-49.6% | $5,202-68.6% | $3,740-56.4% |
| Admin fee / account holder | $1,652 | $6,751-75.5% | $13,984-88.2% | $5,306-68.9% |