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 | $32,110 | $76,670-58.1% | $96,683-66.8% | $71,457-55.1% |
| Participation rate | 65.0% | 66.6%-1.6pp | 74.3%-9.3pp | 67.9%-2.9pp |
| Annual return | 20.97% | 48.29%-27.3pp | 35.69%-14.7pp | 28.85%-7.9pp |
| Employer contribution / active EE | $2,422 | $3,031-20.1% | $3,737-35.2% | $2,588-6.4% |
| Participant deferral / active EE | $4,291 | $3,771+13.8% | $4,878-12.0% | $4,2890% |
| Admin fee / account holder | $4,477 | $2,028+120.7% | $6,730-33.5% | $1,587+182.0% |