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 | $53,085 | $56,423-5.9% | $77,163-31.2% | $71,457-25.7% |
| Participation rate | 26.3% | 64.3%-38.1pp | 69.6%-43.3pp | 67.9%-41.7pp |
| Annual return | 57.02% | 19.05%+38.0pp | 37.87%+19.1pp | 28.85%+28.2pp |
| Employer contribution / active EE | $1,189 | $1,866-36.3% | $2,535-53.1% | $2,588-54.0% |
| Participant deferral / active EE | $2,581 | $3,142-17.8% | $3,833-32.7% | $4,289-39.8% |
| Admin fee / account holder | $8,825 | $1,429+517.6% | $5,472+61.3% | $1,587+456.0% |