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 | $79,149 | $54,517+45.2% | $75,972+4.2% | $74,495+6.2% |
| Participation rate | 58.3% | 60.3%-2.1pp | 69.1%-10.8pp | 67.2%-8.9pp |
| Annual return | 12.74% | 31.82%-19.1pp | 359.55%-346.8pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $1,048 | $1,777-41.0% | $2,685-61.0% | $2,623-60.1% |
| Participant deferral / active EE | $2,510 | $3,066-18.1% | $4,255-41.0% | $4,346-42.2% |
| Admin fee / account holder | $3,388 | $2,229+52.0% | $6,467-47.6% | $1,942+74.5% |