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 | $54,016 | $109,359-50.6% | $162,163-66.7% | $72,985-26.0% |
| Participation rate | 47.4% | 84.3%-36.8pp | 87.6%-40.1pp | 69.5%-22.1pp |
| Annual return | 32.49% | 25.46%+7.0pp | 115.59%-83.1pp | 81.00%-48.5pp |
| Employer contribution / active EE | $3,306 | $3,907-15.4% | $5,614-41.1% | $2,440+35.5% |
| Participant deferral / active EE | $12,213 | $5,481+122.8% | $7,298+67.3% | $3,607+238.5% |
| Admin fee / account holder | $4,753 | $7,972-40.4% | $10,843-56.2% | $5,124-7.3% |