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 | $42,885 | $80,724-46.9% | $103,333-58.5% | $74,495-42.4% |
| Participation rate | 30.4% | 65.7%-35.2pp | 74.5%-44.1pp | 67.2%-36.8pp |
| Annual return | 12.75% | 27.56%-14.8pp | 24.88%-12.1pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $1,303 | $3,157-58.7% | $3,868-66.3% | $2,623-50.3% |
| Participant deferral / active EE | $2,419 | $3,860-37.3% | $5,057-52.2% | $4,346-44.3% |
| Admin fee / account holder | $3,263 | $2,368+37.8% | $8,355-60.9% | $1,942+68.0% |