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 | $57,241 | $102,317-44.1% | $146,958-61.0% | $80,856-29.2% |
| Participation rate | 63.6% | 75.8%-12.2pp | 82.2%-18.5pp | 67.6%-4.0pp |
| Annual return | 16.52% | 134.76%-118.2pp | 418.34%-401.8pp | 35.59%-19.1pp |
| Employer contribution / active EE | $3,117 | $3,713-16.1% | $4,933-36.8% | $2,755+13.1% |
| Participant deferral / active EE | $7,463 | $6,644+12.3% | $8,070-7.5% | $4,296+73.7% |
| Admin fee / account holder | $12,062 | $7,941+51.9% | $12,998-7.2% | $6,918+74.4% |