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 3-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 | $37,833 | $74,927-49.5% | $101,794-62.8% | $84,808-55.4% |
| Participation rate | 64.0% | 61.4%+2.6pp | 69.2%-5.2pp | 68.3%-4.3pp |
| Annual return | 88.84% | 18.70%+70.1pp | 30.53%+58.3pp | 40.90%+47.9pp |
| Employer contribution / active EE | $759 | $1,522-50.1% | $2,289-66.8% | $2,631-71.2% |
| Participant deferral / active EE | $2,007 | $3,099-35.2% | $4,084-50.8% | $4,212-52.3% |
| Admin fee / account holder | $474 | $6,514-92.7% | $8,777-94.6% | $7,344-93.6% |