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 | $30,834 | $69,515-55.6% | $86,874-64.5% | $85,850-64.1% |
| Participation rate | 69.6% | 66.3%+3.2pp | 71.6%-2.1pp | 69.3%+0.3pp |
| Annual return | 66.36% | 20.12%+46.2pp | 63.52%+2.8pp | 318.53%-252.2pp |
| Employer contribution / active EE | $1,064 | $1,880-43.4% | $2,495-57.3% | $2,565-58.5% |
| Participant deferral / active EE | $2,452 | $2,919-16.0% | $3,699-33.7% | $3,952-38.0% |
| Admin fee / account holder | $402 | $5,972-93.3% | $5,828-93.1% | $6,260-93.6% |