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 | $47,144 | $81,625-42.2% | $167,512-71.9% | $74,304-36.6% |
| Participation rate | 49.6% | 60.0%-10.4pp | 77.1%-27.4pp | 60.3%-10.7pp |
| Annual return | 20.32% | 26.09%-5.8pp | 1615.79%-1595.5pp | 29.43%-9.1pp |
| Employer contribution / active EE | $1,756 | $2,010-12.7% | $3,882-54.8% | $2,241-21.7% |
| Participant deferral / active EE | $2,930 | $4,115-28.8% | $6,405-54.3% | $3,767-22.2% |
| Admin fee / account holder | $2,323 | $3,474-33.1% | $9,769-76.2% | $2,969-21.8% |