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 | $44,144 | $48,230-8.5% | $67,502-34.6% | $80,856-45.4% |
| Participation rate | 42.5% | 66.4%-23.9pp | 72.9%-30.4pp | 67.6%-25.1pp |
| Annual return | 21.23% | 18.28%+2.9pp | 3512.12%-3490.9pp | 35.59%-14.4pp |
| Employer contribution / active EE | $870 | $2,020-56.9% | $2,731-68.1% | $2,755-68.4% |
| Participant deferral / active EE | $2,055 | $2,924-29.7% | $4,000-48.6% | $4,296-52.2% |
| Admin fee / account holder | $309 | $3,681-91.6% | $3,998-92.3% | $6,918-95.5% |