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 | $30,335 | $59,402-48.9% | $93,654-67.6% | $74,546-59.3% |
| Participation rate | 32.1% | 59.7%-27.6pp | 68.7%-36.6pp | 67.2%-35.1pp |
| Annual return | 15.06% | 81.86%-66.8pp | 133.34%-118.3pp | 1366.03%-1351.0pp |
| Employer contribution / active EE | $1,277 | $1,265+1.0% | $2,421-47.2% | $2,624-51.3% |
| Participant deferral / active EE | $1,629 | $3,049-46.6% | $4,413-63.1% | $4,347-62.5% |
| Admin fee / account holder | $3,518 | $3,023+16.4% | $8,282-57.5% | $1,944+81.0% |