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 | $51,657 | $72,277-28.5% | $101,248-49.0% | $79,858-35.3% |
| Participation rate | 65.1% | 68.5%-3.3pp | 75.8%-10.7pp | 69.6%-4.5pp |
| Annual return | 33.04% | 22.30%+10.7pp | 46.47%-13.4pp | 31.71%+1.3pp |
| Employer contribution / active EE | $2,494 | $2,692-7.4% | $3,660-31.9% | $2,471+0.9% |
| Participant deferral / active EE | $5,471 | $3,282+66.7% | $4,370+25.2% | $3,740+46.3% |
| Admin fee / account holder | $1,274 | $4,400-71.0% | $5,945-78.6% | $5,306-76.0% |