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 | $28,179 | $58,926-52.2% | $97,226-71.0% | $74,495-62.2% |
| Participation rate | 41.0% | 63.5%-22.5pp | 72.7%-31.7pp | 67.2%-26.2pp |
| Annual return | 14.91% | 16.04%-1.1pp | 75.13%-60.2pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $974 | $1,894-48.6% | $2,729-64.3% | $2,623-62.9% |
| Participant deferral / active EE | $1,835 | $3,664-49.9% | $4,264-57.0% | $4,346-57.8% |
| Admin fee / account holder | $1,189 | $1,974-39.8% | $5,654-79.0% | $1,942-38.8% |