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 | $54,737 | $239,571-77.2% | $183,328-70.1% | $137,256-60.1% |
| Participation rate | 23.5% | 82.4%-58.9pp | 77.3%-53.8pp | 80.0%-56.4pp |
| Annual return | 16.39% | 35.69%-19.3pp | 29.67%-13.3pp | 220.34%-204.0pp |
| Employer contribution / active EE | $2,464 | $6,148-59.9% | $5,055-51.3% | $4,156-40.7% |
| Participant deferral / active EE | $3,688 | $7,995-53.9% | $6,795-45.7% | $6,407-42.4% |
| Admin fee / account holder | $7,611 | $30,059-74.7% | $21,427-64.5% | $12,270-38.0% |