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 | $25,138 | $124,281-79.8% | $109,143-77.0% | $167,490-85.0% |
| Participation rate | 55.6% | 79.4%-23.9pp | 75.9%-20.3pp | 82.1%-26.5pp |
| Annual return | 12.60% | 26.04%-13.4pp | 25.75%-13.2pp | 478.56%-466.0pp |
| Employer contribution / active EE | $1,917 | $4,207-54.4% | $3,722-48.5% | $4,837-60.4% |
| Participant deferral / active EE | $3,598 | $5,255-31.5% | $4,653-22.7% | $6,341-43.3% |
| Admin fee / account holder | $4,742 | $7,970-40.5% | $6,752-29.8% | $12,309-61.5% |