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 | $41,362 | $88,672-53.4% | $105,223-60.7% | $82,448-49.8% |
| Participation rate | 37.5% | 67.9%-30.4pp | 75.0%-37.5pp | 68.1%-30.6pp |
| Annual return | 17.86% | 30.86%-13.0pp | 180.65%-162.8pp | 41.64%-23.8pp |
| Employer contribution / active EE | $1,389 | $3,048-54.4% | $3,689-62.3% | $2,551-45.5% |
| Participant deferral / active EE | $3,377 | $4,036-16.3% | $5,072-33.4% | $4,139-18.4% |
| Admin fee / account holder | $877 | $7,146-87.7% | $8,859-90.1% | $7,234-87.9% |