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 | $33,842 | $111,754-69.7% | $103,333-67.3% | $145,922-76.8% |
| Participation rate | 35.7% | 77.9%-42.2pp | 74.5%-38.8pp | 80.3%-44.6pp |
| Annual return | 14.70% | 24.77%-10.1pp | 24.88%-10.2pp | 561.29%-546.6pp |
| Employer contribution / active EE | $2,956 | $4,212-29.8% | $3,868-23.6% | $4,660-36.6% |
| Participant deferral / active EE | $5,393 | $5,619-4.0% | $5,057+6.6% | $6,688-19.4% |
| Admin fee / account holder | $13,100 | $9,750+34.4% | $8,355+56.8% | $13,397-2.2% |