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 | $36,110 | $73,933-51.2% | $96,683-62.7% | $75,163-52.0% |
| Participation rate | 44.8% | 66.4%-21.6pp | 74.3%-29.5pp | 67.2%-22.4pp |
| Annual return | 23.37% | 26.70%-3.3pp | 35.69%-12.3pp | 160.62%-137.2pp |
| Employer contribution / active EE | $2,072 | $2,928-29.2% | $3,737-44.6% | $2,670-22.4% |
| Participant deferral / active EE | $3,698 | $3,659+1.1% | $4,878-24.2% | $4,125-10.4% |
| Admin fee / account holder | $412 | $5,216-92.1% | $6,730-93.9% | $5,651-92.7% |