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 | $30,992 | $100,326-69.1% | $180,183-82.8% | $84,808-63.5% |
| Participation rate | 32.6% | 71.0%-38.4pp | 77.4%-44.8pp | 68.3%-35.7pp |
| Annual return | 19.56% | 17.86%+1.7pp | 27.86%-8.3pp | 40.90%-21.3pp |
| Employer contribution / active EE | $1,063 | $3,269-67.5% | $5,039-78.9% | $2,631-59.6% |
| Participant deferral / active EE | $2,035 | $5,066-59.8% | $6,822-70.2% | $4,212-51.7% |
| Admin fee / account holder | $3,777 | $9,674-61.0% | $19,975-81.1% | $7,344-48.6% |