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 | $42,531 | $106,515-60.1% | $96,683-56.0% | $139,434-69.5% |
| Participation rate | 57.9% | 77.8%-19.9pp | 74.3%-16.4pp | 80.3%-22.4pp |
| Annual return | 22.61% | 38.43%-15.8pp | 35.69%-13.1pp | 372.94%-350.3pp |
| Employer contribution / active EE | $2,339 | $4,103-43.0% | $3,737-37.4% | $4,751-50.8% |
| Participant deferral / active EE | $4,712 | $5,454-13.6% | $4,878-3.4% | $6,710-29.8% |
| Admin fee / account holder | $892 | $7,877-88.7% | $6,730-86.7% | $11,403-92.2% |