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 | $33,224 | $65,365-49.2% | $92,893-64.2% | $72,985-54.5% |
| Participation rate | 62.1% | 68.3%-6.2pp | 76.0%-13.9pp | 69.5%-7.4pp |
| Annual return | 31.54% | 42.10%-10.6pp | 109.41%-77.9pp | 81.00%-49.5pp |
| Employer contribution / active EE | $2,322 | $2,594-10.5% | $3,653-36.4% | $2,440-4.8% |
| Participant deferral / active EE | $4,649 | $3,128+48.6% | $4,236+9.8% | $3,607+28.9% |
| Admin fee / account holder | $1,601 | $4,251-62.3% | $5,794-72.4% | $5,124-68.8% |