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 | $62,956 | $71,050-11.4% | $93,606-32.7% | $80,856-22.1% |
| Participation rate | 61.8% | 60.4%+1.4pp | 68.7%-6.9pp | 67.6%-5.8pp |
| Annual return | 12.40% | 11.26%+1.1pp | 133.20%-120.8pp | 35.59%-23.2pp |
| Employer contribution / active EE | $837 | $1,564-46.5% | $2,420-65.4% | $2,755-69.6% |
| Participant deferral / active EE | $4,743 | $4,034+17.6% | $4,411+7.5% | $4,296+10.4% |
| Admin fee / account holder | $12,490 | $6,945+79.9% | $8,285+50.8% | $6,918+80.5% |