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 | $25,675 | $63,764-59.7% | $81,930-68.7% | $79,858-67.8% |
| Participation rate | 34.5% | 67.5%-33.0pp | 72.0%-37.5pp | 69.6%-35.2pp |
| Annual return | 26.15% | 22.66%+3.5pp | 29.49%-3.3pp | 31.71%-5.6pp |
| Employer contribution / active EE | $1,171 | $1,795-34.8% | $4,310-72.8% | $2,471-52.6% |
| Participant deferral / active EE | $2,536 | $2,780-8.8% | $7,107-64.3% | $3,740-32.2% |
| Admin fee / account holder | $512 | $4,426-88.4% | $5,158-90.1% | $5,306-90.4% |