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 | $32,503 | $61,605-47.2% | $112,229-71.0% | $75,163-56.8% |
| Participation rate | 52.7% | 61.7%-9.0pp | 72.4%-19.7pp | 67.2%-14.5pp |
| Annual return | 43.44% | 28.47%+15.0pp | 30.20%+13.2pp | 160.62%-117.2pp |
| Employer contribution / active EE | $2,600 | $2,015+29.0% | $3,430-24.2% | $2,670-2.6% |
| Participant deferral / active EE | $4,039 | $3,108+29.9% | $4,798-15.8% | $4,125-2.1% |
| Admin fee / account holder | $2,979 | $4,862-38.7% | $7,748-61.6% | $5,651-47.3% |