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 | $42,971 | $73,933-41.9% | $96,683-55.6% | $75,163-42.8% |
| Participation rate | 60.0% | 66.4%-6.4pp | 74.3%-14.3pp | 67.2%-7.2pp |
| Annual return | 22.45% | 26.70%-4.3pp | 35.69%-13.2pp | 160.62%-138.2pp |
| Employer contribution / active EE | $3,303 | $2,928+12.8% | $3,737-11.6% | $2,670+23.7% |
| Participant deferral / active EE | $4,891 | $3,659+33.7% | $4,878+0.3% | $4,125+18.6% |
| Admin fee / account holder | $3,304 | $5,216-36.7% | $6,730-50.9% | $5,651-41.5% |