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 | $37,539 | $89,753-58.2% | $107,525-65.1% | $84,808-55.7% |
| Participation rate | 53.3% | 68.1%-14.7pp | 75.1%-21.7pp | 68.3%-15.0pp |
| Annual return | 13.36% | 29.48%-16.1pp | 181.32%-168.0pp | 40.90%-27.5pp |
| Employer contribution / active EE | $1,510 | $3,113-51.5% | $3,754-59.8% | $2,631-42.6% |
| Participant deferral / active EE | $4,483 | $4,056+10.5% | $5,116-12.4% | $4,212+6.4% |
| Admin fee / account holder | $4,447 | $7,222-38.4% | $8,919-50.1% | $7,344-39.5% |