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 | $46,288 | $89,753-48.4% | $107,525-57.0% | $84,808-45.4% |
| Participation rate | 32.4% | 68.1%-35.6pp | 75.1%-42.6pp | 68.3%-35.9pp |
| Annual return | 16.29% | 29.48%-13.2pp | 181.32%-165.0pp | 40.90%-24.6pp |
| Employer contribution / active EE | $858 | $3,113-72.4% | $3,754-77.1% | $2,631-67.4% |
| Participant deferral / active EE | $2,310 | $4,056-43.1% | $5,116-54.9% | $4,212-45.2% |
| Admin fee / account holder | $444 | $7,222-93.9% | $8,919-95.0% | $7,344-94.0% |