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 | $28,153 | $78,672-64.2% | $109,143-74.2% | $85,850-67.2% |
| Participation rate | 41.9% | 68.3%-26.3pp | 75.9%-33.9pp | 69.3%-27.4pp |
| Annual return | 18.23% | 25.09%-6.9pp | 25.75%-7.5pp | 318.53%-300.3pp |
| Employer contribution / active EE | $1,581 | $2,735-42.2% | $3,722-57.5% | $2,565-38.4% |
| Participant deferral / active EE | $2,434 | $3,467-29.8% | $4,653-47.7% | $3,952-38.4% |
| Admin fee / account holder | $704 | $5,469-87.1% | $6,752-89.6% | $6,260-88.8% |