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 | $39,426 | $56,114-29.7% | $96,139-59.0% | $85,850-54.1% |
| Participation rate | 37.8% | 56.7%-18.9pp | 68.4%-30.6pp | 69.3%-31.5pp |
| Annual return | 18.61% | 42.30%-23.7pp | 191.94%-173.3pp | 318.53%-299.9pp |
| Employer contribution / active EE | $1,004 | $1,620-38.0% | $2,797-64.1% | $2,565-60.9% |
| Participant deferral / active EE | $1,953 | $2,859-31.7% | $4,349-55.1% | $3,952-50.6% |
| Admin fee / account holder | $3,006 | $3,768-20.2% | $5,537-45.7% | $6,260-52.0% |