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 | $49,439 | $110,257-55.2% | $96,544-48.8% | $139,434-64.5% |
| Participation rate | 45.5% | 78.1%-32.6pp | 76.0%-30.5pp | 80.3%-34.9pp |
| Annual return | 15.43% | 26.32%-10.9pp | 25.84%-10.4pp | 372.94%-357.5pp |
| Employer contribution / active EE | $1,058 | $3,620-70.8% | $2,965-64.3% | $4,751-77.7% |
| Participant deferral / active EE | $1,756 | $5,548-68.3% | $4,851-63.8% | $6,710-73.8% |
| Admin fee / account holder | $1,687 | $11,591-85.4% | $8,252-79.6% | $11,403-85.2% |