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 | $30,430 | $51,576-41.0% | $129,207-76.4% | $80,856-62.4% |
| Participation rate | 58.1% | 57.0%+1.2pp | 69.6%-11.5pp | 67.6%-9.5pp |
| Annual return | 14.57% | 20.81%-6.2pp | 9417.33%-9402.8pp | 35.59%-21.0pp |
| Employer contribution / active EE | $1,382 | $1,584-12.7% | $4,153-66.7% | $2,755-49.8% |
| Participant deferral / active EE | $4,275 | $2,669+60.2% | $4,168+2.6% | $4,296-0.5% |
| Admin fee / account holder | $664 | $4,305-84.6% | $7,715-91.4% | $6,918-90.4% |