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 6-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 | $35,333 | $89,753-60.6% | $107,525-67.1% | $84,808-58.3% |
| Participation rate | 68.1% | 68.1%0pp | 75.1%-7.0pp | 68.3%-0.2pp |
| Annual return | 19.78% | 29.48%-9.7pp | 181.32%-161.5pp | 40.90%-21.1pp |
| Employer contribution / active EE | $2,048 | $3,113-34.2% | $3,754-45.5% | $2,631-22.2% |
| Participant deferral / active EE | $4,133 | $4,056+1.9% | $5,116-19.2% | $4,212-1.9% |
| Admin fee / account holder | $925 | $7,222-87.2% | $8,919-89.6% | $7,344-87.4% |