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 | $34,456 | $95,416-63.9% | $185,823-81.5% | $85,850-59.9% |
| Participation rate | 69.4% | 68.8%+0.7pp | 81.7%-12.3pp | 69.3%+0.1pp |
| Annual return | 18.17% | 23.59%-5.4pp | 122.05%-103.9pp | 318.53%-300.4pp |
| Employer contribution / active EE | $3,041 | $3,314-8.2% | $5,167-41.1% | $2,565+18.6% |
| Participant deferral / active EE | $5,002 | $3,423+46.1% | $5,568-10.2% | $3,952+26.6% |
| Admin fee / account holder | $1,906 | $7,213-73.6% | $16,237-88.3% | $6,260-69.5% |