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 | $93,391 | $76,407+22.2% | $150,298-37.9% | $82,448+13.3% |
| Participation rate | 42.9% | 66.4%-23.5pp | 77.8%-34.9pp | 68.1%-25.2pp |
| Annual return | 18.14% | 39.99%-21.9pp | 62.79%-44.6pp | 41.64%-23.5pp |
| Employer contribution / active EE | $931 | $2,614-64.4% | $4,154-77.6% | $2,551-63.5% |
| Participant deferral / active EE | $3,529 | $3,214+9.8% | $5,453-35.3% | $4,139-14.7% |
| Admin fee / account holder | $1,163 | $6,352-81.7% | $14,116-91.8% | $7,234-83.9% |