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 | $28,739 | $91,407-68.6% | $135,903-78.9% | $71,457-59.8% |
| Participation rate | 62.4% | 75.7%-13.3pp | 81.9%-19.5pp | 67.9%-5.5pp |
| Annual return | 36.66% | 29.90%+6.8pp | 68.23%-31.6pp | 28.85%+7.8pp |
| Employer contribution / active EE | $1,632 | $3,703-55.9% | $4,856-66.4% | $2,588-36.9% |
| Participant deferral / active EE | $6,544 | $7,092-7.7% | $7,758-15.6% | $4,289+52.6% |
| Admin fee / account holder | $2,018 | $1,266+59.4% | $10,762-81.3% | $1,587+27.1% |