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 | $45,404 | $85,766-47.1% | $136,294-66.7% | $70,131-35.3% |
| Participation rate | 56.9% | 74.2%-17.3pp | 81.9%-25.1pp | 69.5%-12.7pp |
| Annual return | 29.06% | 31.45%-2.4pp | 5155.94%-5126.9pp | 73.14%-44.1pp |
| Employer contribution / active EE | $2,394 | $2,966-19.3% | $4,695-49.0% | $2,342+2.2% |
| Participant deferral / active EE | $5,907 | $5,051+16.9% | $6,247-5.4% | $3,332+77.3% |
| Admin fee / account holder | $5,113 | $5,420-5.7% | $9,243-44.7% | $4,645+10.1% |