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 | $33,329 | $77,899-57.2% | $149,673-77.7% | $75,163-55.7% |
| Participation rate | 44.1% | 65.6%-21.5pp | 78.8%-34.6pp | 67.2%-23.1pp |
| Annual return | 38.42% | 31.72%+6.7pp | 134.42%-96.0pp | 160.62%-122.2pp |
| Employer contribution / active EE | $2,038 | $3,137-35.0% | $4,818-57.7% | $2,670-23.7% |
| Participant deferral / active EE | $3,256 | $3,411-4.5% | $5,680-42.7% | $4,125-21.1% |
| Admin fee / account holder | $705 | $5,956-88.2% | $13,210-94.7% | $5,651-87.5% |