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 | $70,024 | $87,166-19.7% | $76,735-8.7% | $137,256-49.0% |
| Participation rate | 50.0% | 74.4%-24.4pp | 69.5%-19.5pp | 80.0%-30.0pp |
| Annual return | 20.01% | 26.50%-6.5pp | 29.77%-9.8pp | 220.34%-200.3pp |
| Employer contribution / active EE | $3,225 | $2,904+11.0% | $2,454+31.4% | $4,156-22.4% |
| Participant deferral / active EE | $4,309 | $4,726-8.8% | $4,088+5.4% | $6,407-32.7% |
| Admin fee / account holder | $1,306 | $8,403-84.5% | $7,189-81.8% | $12,270-89.4% |