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 5-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 | $43,074 | $101,724-57.7% | $164,813-73.9% | $80,856-46.7% |
| Participation rate | 35.9% | 71.8%-35.9pp | 78.6%-42.7pp | 67.6%-31.7pp |
| Annual return | 13.69% | 16.72%-3.0pp | 69.93%-56.2pp | 35.59%-21.9pp |
| Employer contribution / active EE | $1,069 | $2,953-63.8% | $4,341-75.4% | $2,755-61.2% |
| Participant deferral / active EE | $2,120 | $4,477-52.6% | $6,031-64.9% | $4,296-50.6% |
| Admin fee / account holder | $572 | $8,227-93.1% | $12,690-95.5% | $6,918-91.7% |