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 | $30,679 | $102,382-70.0% | $147,005-79.1% | $80,874-62.1% |
| Participation rate | 69.1% | 75.8%-6.8pp | 82.2%-13.1pp | 67.6%+1.4pp |
| Annual return | 19.58% | 134.89%-115.3pp | 418.76%-399.2pp | 35.62%-16.0pp |
| Employer contribution / active EE | $3,042 | $3,715-18.1% | $4,934-38.4% | $2,756+10.4% |
| Participant deferral / active EE | $5,261 | $6,646-20.8% | $8,070-34.8% | $4,297+22.4% |
| Admin fee / account holder | $3,452 | $7,942-56.5% | $13,006-73.5% | $6,935-50.2% |