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 | $20,570 | $77,314-73.4% | $177,989-88.4% | $80,856-74.6% |
| Participation rate | 42.9% | 65.7%-22.8pp | 77.1%-34.2pp | 67.6%-24.8pp |
| Annual return | 10.90% | 18.09%-7.2pp | 294.48%-283.6pp | 35.59%-24.7pp |
| Employer contribution / active EE | $1,146 | $2,292-50.0% | $3,949-71.0% | $2,755-58.4% |
| Participant deferral / active EE | $2,015 | $4,411-54.3% | $6,276-67.9% | $4,296-53.1% |
| Admin fee / account holder | $6,417 | $7,191-10.8% | $10,363-38.1% | $6,918-7.2% |