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 | $47,755 | $57,590-17.1% | $86,233-44.6% | $82,448-42.1% |
| Participation rate | 35.7% | 57.9%-22.2pp | 69.0%-33.3pp | 68.1%-32.4pp |
| Annual return | 20.31% | 22.41%-2.1pp | 61.39%-41.1pp | 41.64%-21.3pp |
| Employer contribution / active EE | $1,196 | $1,655-27.8% | $2,504-52.3% | $2,551-53.1% |
| Participant deferral / active EE | $3,333 | $3,080+8.2% | $4,559-26.9% | $4,139-19.5% |
| Admin fee / account holder | $10,826 | $4,730+128.9% | $8,342+29.8% | $7,234+49.6% |