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 4-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 | $33,619 | $85,022-60.5% | $70,515-52.3% | $139,434-75.9% |
| Participation rate | 50.0% | 73.9%-23.9pp | 68.3%-18.3pp | 80.3%-30.3pp |
| Annual return | 25.77% | 30.38%-4.6pp | 32.77%-7.0pp | 372.94%-347.2pp |
| Employer contribution / active EE | $1,210 | $3,909-69.0% | $2,973-59.3% | $4,751-74.5% |
| Participant deferral / active EE | $7,220 | $5,890+22.6% | $4,567+58.1% | $6,710+7.6% |
| Admin fee / account holder | $406 | $8,906-95.4% | $6,412-93.7% | $11,403-96.4% |