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 | $32,324 | $44,960-28.1% | $84,966-62.0% | $74,495-56.6% |
| Participation rate | 19.5% | 49.4%-29.9pp | 67.5%-48.0pp | 67.2%-47.7pp |
| Annual return | 13.39% | 26.24%-12.9pp | 66.38%-53.0pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $545 | $1,457-62.6% | $2,727-80.0% | $2,623-79.2% |
| Participant deferral / active EE | $1,107 | $2,731-59.4% | $4,519-75.5% | $4,346-74.5% |
| Admin fee / account holder | $2,146 | $2,209-2.9% | $6,149-65.1% | $1,942+10.5% |