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 | $39,276 | $99,633-60.6% | $183,328-78.6% | $82,448-52.4% |
| Participation rate | 56.7% | 70.8%-14.0pp | 77.3%-20.6pp | 68.1%-11.4pp |
| Annual return | 17.42% | 17.84%-0.4pp | 29.67%-12.2pp | 41.64%-24.2pp |
| Employer contribution / active EE | $2,496 | $3,256-23.3% | $5,055-50.6% | $2,551-2.1% |
| Participant deferral / active EE | $4,017 | $4,938-18.7% | $6,795-40.9% | $4,139-3.0% |
| Admin fee / account holder | $5,904 | $9,934-40.6% | $21,427-72.4% | $7,234-18.4% |