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 | $22,719 | $106,515-78.7% | $96,683-76.5% | $139,434-83.7% |
| Participation rate | 43.5% | 77.8%-34.4pp | 74.3%-30.9pp | 80.3%-36.8pp |
| Annual return | 45.36% | 38.43%+6.9pp | 35.69%+9.7pp | 372.94%-327.6pp |
| Employer contribution / active EE | $1,477 | $4,103-64.0% | $3,737-60.5% | $4,751-68.9% |
| Participant deferral / active EE | $2,042 | $5,454-62.6% | $4,878-58.1% | $6,710-69.6% |
| Admin fee / account holder | $13,723 | $7,877+74.2% | $6,730+103.9% | $11,403+20.4% |