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 | $31,074 | $89,753-65.4% | $107,525-71.1% | $84,808-63.4% |
| Participation rate | 68.3% | 68.1%+0.2pp | 75.1%-6.8pp | 68.3%0pp |
| Annual return | 17.32% | 29.48%-12.2pp | 181.32%-164.0pp | 40.90%-23.6pp |
| Employer contribution / active EE | $1,974 | $3,113-36.6% | $3,754-47.4% | $2,631-25.0% |
| Participant deferral / active EE | $3,925 | $4,056-3.2% | $5,116-23.3% | $4,212-6.8% |
| Admin fee / account holder | $5,554 | $7,222-23.1% | $8,919-37.7% | $7,344-24.4% |