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 | $31,128 | $62,127-49.9% | $81,382-61.8% | $74,495-58.2% |
| Participation rate | 56.5% | 64.0%-7.5pp | 69.5%-13.0pp | 67.2%-10.7pp |
| Annual return | 11.32% | 16.48%-5.2pp | 24.73%-13.4pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $1,568 | $1,882-16.7% | $2,463-36.3% | $2,623-40.2% |
| Participant deferral / active EE | $3,370 | $3,229+4.4% | $3,883-13.2% | $4,346-22.5% |
| Admin fee / account holder | $789 | $1,934-59.2% | $5,768-86.3% | $1,942-59.4% |