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 | $54,725 | $163,101-66.4% | $136,749-60.0% | $142,382-61.6% |
| Participation rate | 54.5% | 78.2%-23.7pp | 72.1%-17.6pp | 80.1%-25.6pp |
| Annual return | 19.41% | 27.54%-8.1pp | 24.33%-4.9pp | 217.08%-197.7pp |
| Employer contribution / active EE | $2,073 | $4,117-49.6% | $3,400-39.0% | $4,299-51.8% |
| Participant deferral / active EE | $4,040 | $5,585-27.7% | $4,692-13.9% | $6,507-37.9% |
| Admin fee / account holder | $1,685 | $14,318-88.2% | $11,386-85.2% | $12,624-86.6% |