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 | $37,182 | $68,547-45.8% | $120,354-69.1% | $80,856-54.0% |
| Participation rate | 48.8% | 61.6%-12.8pp | 71.9%-23.1pp | 67.6%-18.9pp |
| Annual return | 15.24% | 23.60%-8.4pp | 107.15%-91.9pp | 35.59%-20.4pp |
| Employer contribution / active EE | $1,175 | $2,051-42.7% | $3,463-66.1% | $2,755-57.3% |
| Participant deferral / active EE | $2,126 | $3,173-33.0% | $4,991-57.4% | $4,296-50.5% |
| Admin fee / account holder | $363 | $5,732-93.7% | $9,423-96.1% | $6,918-94.8% |