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 | $41,362 | $89,753-53.9% | $107,525-61.5% | $84,808-51.2% |
| Participation rate | 37.5% | 68.1%-30.6pp | 75.1%-37.6pp | 68.3%-30.8pp |
| Annual return | 17.86% | 29.48%-11.6pp | 181.32%-163.5pp | 40.90%-23.0pp |
| Employer contribution / active EE | $1,389 | $3,113-55.4% | $3,754-63.0% | $2,631-47.2% |
| Participant deferral / active EE | $3,377 | $4,056-16.7% | $5,116-34.0% | $4,212-19.8% |
| Admin fee / account holder | $877 | $7,222-87.9% | $8,919-90.2% | $7,344-88.1% |