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 | $35,754 | $76,670-53.4% | $96,683-63.0% | $71,457-50.0% |
| Participation rate | 36.0% | 66.6%-30.6pp | 74.3%-38.3pp | 67.9%-31.9pp |
| Annual return | 18.97% | 48.29%-29.3pp | 35.69%-16.7pp | 28.85%-9.9pp |
| Employer contribution / active EE | $1,327 | $3,031-56.2% | $3,737-64.5% | $2,588-48.7% |
| Participant deferral / active EE | $2,468 | $3,771-34.6% | $4,878-49.4% | $4,289-42.5% |
| Admin fee / account holder | $4,843 | $2,028+138.8% | $6,730-28.0% | $1,587+205.1% |