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 | $17,532 | $81,248-78.4% | $155,509-88.7% | $80,856-78.3% |
| Participation rate | 64.9% | 66.2%-1.3pp | 78.2%-13.3pp | 67.6%-2.7pp |
| Annual return | 31.68% | 33.31%-1.6pp | 64.67%-33.0pp | 35.59%-3.9pp |
| Employer contribution / active EE | $1,122 | $3,100-63.8% | $4,672-76.0% | $2,755-59.3% |
| Participant deferral / active EE | $2,428 | $3,452-29.7% | $5,626-56.9% | $4,296-43.5% |
| Admin fee / account holder | $540 | $7,997-93.3% | $15,912-96.6% | $6,918-92.2% |