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 6-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 | $24,224 | $57,541-57.9% | $95,745-74.7% | $75,163-67.8% |
| Participation rate | 52.4% | 62.5%-10.1pp | 72.3%-19.9pp | 67.2%-14.8pp |
| Annual return | 22.17% | 34.93%-12.8pp | 28.35%-6.2pp | 160.62%-138.4pp |
| Employer contribution / active EE | $1,778 | $1,808-1.6% | $2,835-37.3% | $2,670-33.4% |
| Participant deferral / active EE | $2,775 | $3,074-9.7% | $4,245-34.6% | $4,125-32.7% |
| Admin fee / account holder | $751 | $4,099-81.7% | $5,678-86.8% | $5,651-86.7% |