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 6-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 | $26,810 | $55,415-51.6% | $155,509-82.8% | $74,495-64.0% |
| Participation rate | 52.4% | 61.9%-9.5pp | 78.2%-25.8pp | 67.2%-14.8pp |
| Annual return | 11.98% | 268.50%-256.5pp | 64.67%-52.7pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $1,138 | $2,267-49.8% | $4,672-75.6% | $2,623-56.6% |
| Participant deferral / active EE | $2,237 | $2,836-21.1% | $5,626-60.2% | $4,346-48.5% |
| Admin fee / account holder | $1,747 | $1,738+0.5% | $15,912-89.0% | $1,942-10.1% |