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 | $52,108 | $89,355-41.7% | $141,162-63.1% | $72,985-28.6% |
| Participation rate | 58.8% | 75.1%-16.3pp | 82.5%-23.6pp | 69.5%-10.7pp |
| Annual return | 31.96% | 111.85%-79.9pp | 71.39%-39.4pp | 81.00%-49.0pp |
| Employer contribution / active EE | $2,766 | $3,114-11.2% | $4,735-41.6% | $2,440+13.4% |
| Participant deferral / active EE | $6,547 | $5,418+20.8% | $6,709-2.4% | $3,607+81.5% |
| Admin fee / account holder | $8,396 | $5,958+40.9% | $10,261-18.2% | $5,124+63.8% |