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 | $37,018 | $52,353-29.3% | $120,225-69.2% | $82,448-55.1% |
| Participation rate | 52.9% | 58.3%-5.4pp | 69.6%-16.6pp | 68.1%-15.1pp |
| Annual return | 19.95% | 61.85%-41.9pp | 439.23%-419.3pp | 41.64%-21.7pp |
| Employer contribution / active EE | $506 | $1,510-66.5% | $3,475-85.4% | $2,551-80.2% |
| Participant deferral / active EE | $3,831 | $2,627+45.8% | $3,999-4.2% | $4,139-7.5% |
| Admin fee / account holder | $1,190 | $4,363-72.7% | $5,696-79.1% | $7,234-83.5% |