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 | $42,312 | $73,933-42.8% | $96,683-56.2% | $75,163-43.7% |
| Participation rate | 32.0% | 66.4%-34.4pp | 74.3%-42.3pp | 67.2%-35.2pp |
| Annual return | 15.95% | 26.70%-10.8pp | 35.69%-19.7pp | 160.62%-144.7pp |
| Employer contribution / active EE | $1,032 | $2,928-64.8% | $3,737-72.4% | $2,670-61.4% |
| Participant deferral / active EE | $2,456 | $3,659-32.9% | $4,878-49.7% | $4,125-40.5% |
| Admin fee / account holder | $6,849 | $5,216+31.3% | $6,730+1.8% | $5,651+21.2% |