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 8-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 | $61,076 | $57,057+7.0% | $85,009-28.2% | $80,874-24.5% |
| Participation rate | 41.5% | 56.4%-14.9pp | 67.5%-26.0pp | 67.6%-26.2pp |
| Annual return | 14.27% | 21.66%-7.4pp | 66.47%-52.2pp | 35.62%-21.4pp |
| Employer contribution / active EE | $1,720 | $1,799-4.4% | $2,728-37.0% | $2,756-37.6% |
| Participant deferral / active EE | $2,771 | $3,112-10.9% | $4,522-38.7% | $4,297-35.5% |
| Admin fee / account holder | $449 | $4,986-91.0% | $6,153-92.7% | $6,935-93.5% |