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 | $14,836 | $59,839-75.2% | $81,983-81.9% | $79,858-81.4% |
| Participation rate | 52.9% | 61.6%-8.7pp | 69.2%-16.3pp | 69.6%-16.7pp |
| Annual return | 35.75% | 17.56%+18.2pp | 41.31%-5.6pp | 31.71%+4.0pp |
| Employer contribution / active EE | $1,360 | $1,713-20.6% | $2,498-45.6% | $2,471-45.0% |
| Participant deferral / active EE | $2,156 | $2,695-20.0% | $3,722-42.1% | $3,740-42.4% |
| Admin fee / account holder | $992 | $4,287-76.9% | $5,664-82.5% | $5,306-81.3% |