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 6-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 | $70,874 | $87,870-19.3% | $113,168-37.4% | $74,304-4.6% |
| Participation rate | 65.8% | 70.7%-5.0pp | 76.6%-10.8pp | 60.3%+5.4pp |
| Annual return | 18.53% | 26.44%-7.9pp | 24.27%-5.7pp | 29.43%-10.9pp |
| Employer contribution / active EE | $701 | $2,277-69.2% | $2,975-76.5% | $2,241-68.7% |
| Participant deferral / active EE | $2,740 | $4,241-35.4% | $5,107-46.3% | $3,767-27.3% |
| Admin fee / account holder | $6,019 | $3,368+78.7% | $12,068-50.1% | $2,969+102.7% |