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 6-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 | $50,304 | $89,753-44.0% | $107,525-53.2% | $84,808-40.7% |
| Participation rate | 50.0% | 68.1%-18.1pp | 75.1%-25.1pp | 68.3%-18.3pp |
| Annual return | 36.11% | 29.48%+6.6pp | 181.32%-145.2pp | 40.90%-4.8pp |
| Employer contribution / active EE | $2,363 | $3,113-24.1% | $3,754-37.0% | $2,631-10.2% |
| Participant deferral / active EE | $4,949 | $4,056+22.0% | $5,116-3.3% | $4,212+17.5% |
| Admin fee / account holder | $2,001 | $7,222-72.3% | $8,919-77.6% | $7,344-72.7% |