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 | $32,613 | $76,050-57.1% | $96,544-66.2% | $71,457-54.4% |
| Participation rate | 43.6% | 74.4%-30.8pp | 76.0%-32.3pp | 67.9%-24.3pp |
| Annual return | 24.71% | 22.81%+1.9pp | 25.84%-1.1pp | 28.85%-4.1pp |
| Employer contribution / active EE | $1,459 | $2,244-35.0% | $2,965-50.8% | $2,588-43.6% |
| Participant deferral / active EE | $2,247 | $4,215-46.7% | $4,851-53.7% | $4,289-47.6% |
| Admin fee / account holder | $2,026 | $2,707-25.2% | $8,252-75.5% | $1,587+27.6% |