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 | $32,382 | $77,899-58.4% | $149,673-78.4% | $75,163-56.9% |
| Participation rate | 57.7% | 65.6%-7.8pp | 78.8%-21.0pp | 67.2%-9.4pp |
| Annual return | 81.42% | 31.72%+49.7pp | 134.42%-53.0pp | 160.62%-79.2pp |
| Employer contribution / active EE | $1,926 | $3,137-38.6% | $4,818-60.0% | $2,670-27.8% |
| Participant deferral / active EE | $3,470 | $3,411+1.7% | $5,680-38.9% | $4,125-15.9% |
| Admin fee / account holder | $452 | $5,956-92.4% | $13,210-96.6% | $5,651-92.0% |