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 | $32,245 | $72,277-55.4% | $101,248-68.2% | $79,858-59.6% |
| Participation rate | 31.3% | 68.5%-37.2pp | 75.8%-44.6pp | 69.6%-38.4pp |
| Annual return | 26.58% | 22.30%+4.3pp | 46.47%-19.9pp | 31.71%-5.1pp |
| Employer contribution / active EE | $1,199 | $2,692-55.4% | $3,660-67.2% | $2,471-51.5% |
| Participant deferral / active EE | $3,278 | $3,282-0.1% | $4,370-25.0% | $3,740-12.3% |
| Admin fee / account holder | $617 | $4,400-86.0% | $5,945-89.6% | $5,306-88.4% |