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 | $49,308 | $85,202-42.1% | $172,739-71.5% | $72,985-32.4% |
| Participation rate | 48.5% | 70.1%-21.6pp | 82.6%-34.2pp | 69.5%-21.0pp |
| Annual return | 19.36% | 27.32%-8.0pp | 802.84%-783.5pp | 81.00%-61.6pp |
| Employer contribution / active EE | $2,056 | $3,324-38.2% | $5,143-60.0% | $2,440-15.7% |
| Participant deferral / active EE | $4,207 | $3,260+29.0% | $5,198-19.1% | $3,607+16.6% |
| Admin fee / account holder | $668 | $5,884-88.7% | $13,954-95.2% | $5,124-87.0% |