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 | $32,211 | $85,022-62.1% | $70,515-54.3% | $139,434-76.9% |
| Participation rate | 47.1% | 73.9%-26.9pp | 68.3%-21.3pp | 80.3%-33.3pp |
| Annual return | 15.37% | 30.38%-15.0pp | 32.77%-17.4pp | 372.94%-357.6pp |
| Employer contribution / active EE | $1,409 | $3,909-63.9% | $2,973-52.6% | $4,751-70.3% |
| Participant deferral / active EE | $2,934 | $5,890-50.2% | $4,567-35.7% | $6,710-56.3% |
| Admin fee / account holder | $5,483 | $8,906-38.4% | $6,412-14.5% | $11,403-51.9% |