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 | $23,718 | $80,717-70.6% | $154,803-84.7% | $84,808-72.0% |
| Participation rate | 62.1% | 66.8%-4.7pp | 78.1%-16.0pp | 68.3%-6.2pp |
| Annual return | 16.12% | 37.96%-21.8pp | 58.88%-42.8pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,650 | $2,761-40.2% | $4,305-61.7% | $2,631-37.3% |
| Participant deferral / active EE | $1,741 | $3,303-47.3% | $5,540-68.6% | $4,212-58.7% |
| Admin fee / account holder | $4,680 | $6,746-30.6% | $14,329-67.3% | $7,344-36.3% |