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 | $32,013 | $54,701-41.5% | $86,188-62.9% | $71,457-55.2% |
| Participation rate | 54.7% | 60.1%-5.4pp | 69.0%-14.2pp | 67.9%-13.2pp |
| Annual return | 28.99% | 20.06%+8.9pp | 1168.45%-1139.5pp | 28.85%+0.1pp |
| Employer contribution / active EE | $1,634 | $1,265+29.2% | $2,380-31.3% | $2,588-36.9% |
| Participant deferral / active EE | $3,531 | $3,108+13.6% | $3,985-11.4% | $4,289-17.7% |
| Admin fee / account holder | $1,751 | $1,922-8.9% | $6,852-74.4% | $1,587+10.3% |