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 | $70,946 | $85,766-17.3% | $136,294-47.9% | $70,131+1.2% |
| Participation rate | 48.1% | 74.2%-26.0pp | 81.9%-33.8pp | 69.5%-21.4pp |
| Annual return | 25.91% | 31.45%-5.5pp | 5155.94%-5130.0pp | 73.14%-47.2pp |
| Employer contribution / active EE | $1,611 | $2,966-45.7% | $4,695-65.7% | $2,342-31.2% |
| Participant deferral / active EE | $4,549 | $5,051-10.0% | $6,247-27.2% | $3,332+36.5% |
| Admin fee / account holder | $5,662 | $5,420+4.5% | $9,243-38.7% | $4,645+21.9% |