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 | $31,428 | $73,933-57.5% | $96,683-67.5% | $75,163-58.2% |
| Participation rate | 66.7% | 66.4%+0.2pp | 74.3%-7.7pp | 67.2%-0.5pp |
| Annual return | 23.87% | 26.70%-2.8pp | 35.69%-11.8pp | 160.62%-136.7pp |
| Employer contribution / active EE | $1,420 | $2,928-51.5% | $3,737-62.0% | $2,670-46.8% |
| Participant deferral / active EE | $1,977 | $3,659-46.0% | $4,878-59.5% | $4,125-52.1% |
| Admin fee / account holder | $1,124 | $5,216-78.5% | $6,730-83.3% | $5,651-80.1% |