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 | $34,248 | $98,750-65.3% | $149,696-77.1% | $79,858-57.1% |
| Participation rate | 57.4% | 75.8%-18.3pp | 82.5%-25.0pp | 69.6%-12.2pp |
| Annual return | 18.40% | 27.43%-9.0pp | 276.60%-258.2pp | 31.71%-13.3pp |
| Employer contribution / active EE | $1,320 | $3,216-59.0% | $4,644-71.6% | $2,471-46.6% |
| Participant deferral / active EE | $2,664 | $5,680-53.1% | $6,842-61.1% | $3,740-28.8% |
| Admin fee / account holder | $6,630 | $6,053+9.5% | $9,309-28.8% | $5,306+24.9% |