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 | $39,374 | $93,571-57.9% | $135,903-71.0% | $75,163-47.6% |
| Participation rate | 59.0% | 75.2%-16.1pp | 81.9%-22.9pp | 67.2%-8.2pp |
| Annual return | 36.61% | 30.90%+5.7pp | 68.23%-31.6pp | 160.62%-124.0pp |
| Employer contribution / active EE | $1,387 | $3,537-60.8% | $4,856-71.4% | $2,670-48.0% |
| Participant deferral / active EE | $4,363 | $6,404-31.9% | $7,758-43.8% | $4,125+5.8% |
| Admin fee / account holder | $2,102 | $6,975-69.9% | $10,762-80.5% | $5,651-62.8% |