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 | $60,239 | $109,881-45.2% | $150,045-59.9% | $84,808-29.0% |
| Participation rate | 58.3% | 76.1%-17.8pp | 82.3%-24.0pp | 68.3%-10.0pp |
| Annual return | 15.96% | 28.25%-12.3pp | 62.55%-46.6pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,011 | $3,561-71.6% | $4,693-78.5% | $2,631-61.6% |
| Participant deferral / active EE | $2,944 | $6,636-55.6% | $7,997-63.2% | $4,212-30.1% |
| Admin fee / account holder | $965 | $8,568-88.7% | $13,435-92.8% | $7,344-86.9% |