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 6-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 | $51,584 | $87,166-40.8% | $76,735-32.8% | $137,256-62.4% |
| Participation rate | 30.0% | 74.4%-44.4pp | 69.5%-39.5pp | 80.0%-50.0pp |
| Annual return | 13.81% | 26.50%-12.7pp | 29.77%-16.0pp | 220.34%-206.5pp |
| Employer contribution / active EE | $1,052 | $2,904-63.8% | $2,454-57.1% | $4,156-74.7% |
| Participant deferral / active EE | $1,836 | $4,726-61.2% | $4,088-55.1% | $6,407-71.3% |
| Admin fee / account holder | $954 | $8,403-88.6% | $7,189-86.7% | $12,270-92.2% |