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 | $31,248 | $100,923-69.0% | $150,045-79.2% | $74,304-57.9% |
| Participation rate | 62.7% | 70.1%-7.3pp | 82.3%-19.6pp | 60.3%+2.4pp |
| Annual return | 17.71% | 51.77%-34.1pp | 62.55%-44.8pp | 29.43%-11.7pp |
| Employer contribution / active EE | $1,179 | $3,463-66.0% | $4,693-74.9% | $2,241-47.4% |
| Participant deferral / active EE | $4,270 | $6,709-36.4% | $7,997-46.6% | $3,767+13.3% |
| Admin fee / account holder | $1,634 | $2,767-40.9% | $13,435-87.8% | $2,969-45.0% |