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 | $64,057 | $91,190-29.8% | $178,490-64.1% | $79,858-19.8% |
| Participation rate | 64.6% | 69.2%-4.6pp | 81.9%-17.4pp | 69.6%-5.1pp |
| Annual return | 15.05% | 24.19%-9.1pp | 151.07%-136.0pp | 31.71%-16.7pp |
| Employer contribution / active EE | $1,253 | $3,256-61.5% | $5,011-75.0% | $2,471-49.3% |
| Participant deferral / active EE | $2,782 | $3,236-14.0% | $5,202-46.5% | $3,740-25.6% |
| Admin fee / account holder | $8,964 | $6,751+32.8% | $13,984-35.9% | $5,306+68.9% |