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 | $34,583 | $81,460-57.5% | $103,333-66.5% | $80,856-57.2% |
| Participation rate | 29.3% | 66.8%-37.5pp | 74.5%-45.2pp | 67.6%-38.3pp |
| Annual return | 32.29% | 25.55%+6.7pp | 24.88%+7.4pp | 35.59%-3.3pp |
| Employer contribution / active EE | $1,049 | $3,105-66.2% | $3,868-72.9% | $2,755-61.9% |
| Participant deferral / active EE | $3,419 | $3,869-11.6% | $5,057-32.4% | $4,296-20.4% |
| Admin fee / account holder | $800 | $6,566-87.8% | $8,355-90.4% | $6,918-88.4% |