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 | $70,204 | $86,929-19.2% | $102,423-31.5% | $80,856-13.2% |
| Participation rate | 58.6% | 72.4%-13.8pp | 76.5%-17.9pp | 67.6%-9.1pp |
| Annual return | 12.97% | 18.88%-5.9pp | 29.32%-16.4pp | 35.59%-22.6pp |
| Employer contribution / active EE | $2,271 | $2,369-4.2% | $3,023-24.9% | $2,755-17.6% |
| Participant deferral / active EE | $4,165 | $4,118+1.1% | $5,053-17.6% | $4,296-3.1% |
| Admin fee / account holder | $23,195 | $8,049+188.2% | $9,451+145.4% | $6,918+235.3% |