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 | $35,923 | $91,552-60.8% | $133,956-73.2% | $79,858-55.0% |
| Participation rate | 62.5% | 73.3%-10.8pp | 79.8%-17.3pp | 69.6%-7.1pp |
| Annual return | 19.73% | 61.85%-42.1pp | 45.09%-25.4pp | 31.71%-12.0pp |
| Employer contribution / active EE | $754 | $2,384-68.4% | $3,919-80.8% | $2,471-69.5% |
| Participant deferral / active EE | $1,866 | $3,733-50.0% | $5,048-63.0% | $3,740-50.1% |
| Admin fee / account holder | $1,895 | $6,321-70.0% | $8,927-78.8% | $5,306-64.3% |