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 | $35,404 | $51,175-30.8% | $70,515-49.8% | $75,163-52.9% |
| Participation rate | 51.7% | 60.9%-9.2pp | 68.3%-16.6pp | 67.2%-15.5pp |
| Annual return | 29.76% | 30.02%-0.3pp | 32.77%-3.0pp | 160.62%-130.9pp |
| Employer contribution / active EE | $1,599 | $1,826-12.4% | $2,973-46.2% | $2,670-40.1% |
| Participant deferral / active EE | $3,022 | $2,849+6.0% | $4,567-33.8% | $4,125-26.8% |
| Admin fee / account holder | $467 | $4,091-88.6% | $6,412-92.7% | $5,651-91.7% |