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 | $18,684 | $57,541-67.5% | $95,745-80.5% | $75,163-75.1% |
| Participation rate | 41.8% | 62.5%-20.7pp | 72.3%-30.4pp | 67.2%-25.4pp |
| Annual return | 22.29% | 34.93%-12.6pp | 28.35%-6.1pp | 160.62%-138.3pp |
| Employer contribution / active EE | $1,542 | $1,808-14.7% | $2,835-45.6% | $2,670-42.2% |
| Participant deferral / active EE | $2,292 | $3,074-25.4% | $4,245-46.0% | $4,125-44.4% |
| Admin fee / account holder | $1,698 | $4,099-58.6% | $5,678-70.1% | $5,651-70.0% |