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 | $41,433 | $81,460-49.1% | $103,333-59.9% | $80,856-48.8% |
| Participation rate | 22.6% | 66.8%-44.2pp | 74.5%-51.9pp | 67.6%-45.0pp |
| Annual return | 17.75% | 25.55%-7.8pp | 24.88%-7.1pp | 35.59%-17.8pp |
| Employer contribution / active EE | $1,070 | $3,105-65.5% | $3,868-72.3% | $2,755-61.1% |
| Participant deferral / active EE | $1,956 | $3,869-49.4% | $5,057-61.3% | $4,296-54.5% |
| Admin fee / account holder | $7,619 | $6,566+16.0% | $8,355-8.8% | $6,918+10.1% |