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 | $32,630 | $71,050-54.1% | $93,606-65.1% | $80,856-59.6% |
| Participation rate | 57.1% | 60.4%-3.3pp | 68.7%-11.6pp | 67.6%-10.5pp |
| Annual return | 29.96% | 11.26%+18.7pp | 133.20%-103.2pp | 35.59%-5.6pp |
| Employer contribution / active EE | $410 | $1,564-73.8% | $2,420-83.0% | $2,755-85.1% |
| Participant deferral / active EE | $4,981 | $4,034+23.5% | $4,411+12.9% | $4,296+16.0% |
| Admin fee / account holder | $5,912 | $6,945-14.9% | $8,285-28.6% | $6,918-14.5% |