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 | $76,550 | $37,426+104.5% | $77,482-1.2% | $79,858-4.1% |
| Participation rate | 14.9% | 41.5%-26.6pp | 54.2%-39.3pp | 69.6%-54.7pp |
| Annual return | 16.67% | 39.70%-23.0pp | 54.79%-38.1pp | 31.71%-15.0pp |
| Employer contribution / active EE | $321 | $637-49.7% | $986-67.5% | $2,471-87.0% |
| Participant deferral / active EE | $1,335 | $1,260+5.9% | $1,861-28.3% | $3,740-64.3% |
| Admin fee / account holder | $384 | $2,504-84.6% | $2,858-86.5% | $5,306-92.8% |