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 | $31,522 | $57,057-44.8% | $85,009-62.9% | $80,874-61.0% |
| Participation rate | 67.1% | 56.4%+10.8pp | 67.5%-0.4pp | 67.6%-0.5pp |
| Annual return | 13.99% | 21.66%-7.7pp | 66.47%-52.5pp | 35.62%-21.6pp |
| Employer contribution / active EE | $2,244 | $1,799+24.8% | $2,728-17.7% | $2,756-18.6% |
| Participant deferral / active EE | $3,476 | $3,112+11.7% | $4,522-23.1% | $4,297-19.1% |
| Admin fee / account holder | $4,899 | $4,986-1.8% | $6,153-20.4% | $6,935-29.4% |