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 | $41,402 | $73,933-44.0% | $96,683-57.2% | $75,163-44.9% |
| Participation rate | 38.7% | 66.4%-27.7pp | 74.3%-35.6pp | 67.2%-28.5pp |
| Annual return | 15.94% | 26.70%-10.8pp | 35.69%-19.8pp | 160.62%-144.7pp |
| Employer contribution / active EE | $768 | $2,928-73.8% | $3,737-79.4% | $2,670-71.2% |
| Participant deferral / active EE | $2,965 | $3,659-19.0% | $4,878-39.2% | $4,125-28.1% |
| Admin fee / account holder | $617 | $5,216-88.2% | $6,730-90.8% | $5,651-89.1% |