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 | $41,131 | $51,175-19.6% | $70,515-41.7% | $75,163-45.3% |
| Participation rate | 40.7% | 60.9%-20.2pp | 68.3%-27.6pp | 67.2%-26.5pp |
| Annual return | 21.56% | 30.02%-8.5pp | 32.77%-11.2pp | 160.62%-139.1pp |
| Employer contribution / active EE | $380 | $1,826-79.2% | $2,973-87.2% | $2,670-85.8% |
| Participant deferral / active EE | $1,472 | $2,849-48.3% | $4,567-67.8% | $4,125-64.3% |
| Admin fee / account holder | $579 | $4,091-85.9% | $6,412-91.0% | $5,651-89.8% |