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 | $54,499 | $82,978-34.3% | $129,995-58.1% | $71,457-23.7% |
| Participation rate | 61.8% | 74.1%-12.3pp | 78.5%-16.7pp | 67.9%-6.1pp |
| Annual return | 20.52% | 20.60%-0.1pp | -137.18%+157.7pp | 28.85%-8.3pp |
| Employer contribution / active EE | $1,811 | $2,622-30.9% | $4,320-58.1% | $2,588-30.0% |
| Participant deferral / active EE | $2,966 | $4,432-33.1% | $5,820-49.0% | $4,289-30.9% |
| Admin fee / account holder | $2,934 | $1,729+69.7% | $10,614-72.4% | $1,587+84.8% |