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 | $36,753 | $74,888-50.9% | $71,209-48.4% | $142,382-74.2% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.1%-20.1pp |
| Annual return | 28.17% | 345.14%-317.0pp | 282.51%-254.3pp | 217.08%-188.9pp |
| Employer contribution / active EE | $1,168 | $2,854-59.1% | $2,721-57.1% | $4,299-72.8% |
| Participant deferral / active EE | $1,952 | $4,454-56.2% | $4,175-53.2% | $6,507-70.0% |
| Admin fee / account holder | $7,286 | $5,568+30.8% | $5,349+36.2% | $12,624-42.3% |