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 | $62,129 | $74,927-17.1% | $101,794-39.0% | $84,808-26.7% |
| Participation rate | 53.1% | 61.4%-8.3pp | 69.2%-16.1pp | 68.3%-15.2pp |
| Annual return | 128.15% | 18.70%+109.4pp | 30.53%+97.6pp | 40.90%+87.3pp |
| Employer contribution / active EE | $945 | $1,522-37.9% | $2,289-58.7% | $2,631-64.1% |
| Participant deferral / active EE | $2,215 | $3,099-28.5% | $4,084-45.8% | $4,212-47.4% |
| Admin fee / account holder | $7,009 | $6,514+7.6% | $8,777-20.1% | $7,344-4.6% |