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 | $50,129 | $86,944-42.3% | $107,525-53.4% | $74,304-32.5% |
| Participation rate | 37.7% | 59.6%-21.8pp | 75.1%-37.4pp | 60.3%-22.6pp |
| Annual return | 21.02% | 23.52%-2.5pp | 181.32%-160.3pp | 29.43%-8.4pp |
| Employer contribution / active EE | $1,443 | $2,757-47.6% | $3,754-61.5% | $2,241-35.6% |
| Participant deferral / active EE | $2,833 | $3,554-20.3% | $5,116-44.6% | $3,767-24.8% |
| Admin fee / account holder | $1,027 | $3,727-72.4% | $8,919-88.5% | $2,969-65.4% |