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 | $85,878 | $89,753-4.3% | $107,525-20.1% | $84,808+1.3% |
| Participation rate | 50.0% | 68.1%-18.1pp | 75.1%-25.1pp | 68.3%-18.3pp |
| Annual return | 15.53% | 29.48%-13.9pp | 181.32%-165.8pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,657 | $3,113-46.8% | $3,754-55.9% | $2,631-37.0% |
| Participant deferral / active EE | $3,479 | $4,056-14.2% | $5,116-32.0% | $4,212-17.4% |
| Admin fee / account holder | $2,851 | $7,222-60.5% | $8,919-68.0% | $7,344-61.2% |