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 | $40,032 | $80,724-50.4% | $103,333-61.3% | $74,495-46.3% |
| Participation rate | 35.8% | 65.7%-29.9pp | 74.5%-38.7pp | 67.2%-31.4pp |
| Annual return | 35.44% | 27.56%+7.9pp | 24.88%+10.6pp | 1364.94%-1329.5pp |
| Employer contribution / active EE | $1,153 | $3,157-63.5% | $3,868-70.2% | $2,623-56.1% |
| Participant deferral / active EE | $4,232 | $3,860+9.6% | $5,057-16.3% | $4,346-2.6% |
| Admin fee / account holder | $3,574 | $2,368+50.9% | $8,355-57.2% | $1,942+84.0% |