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 | $70,040 | $89,753-22.0% | $107,525-34.9% | $84,808-17.4% |
| Participation rate | 60.0% | 68.1%-8.1pp | 75.1%-15.1pp | 68.3%-8.3pp |
| Annual return | 19.26% | 29.48%-10.2pp | 181.32%-162.1pp | 40.90%-21.6pp |
| Employer contribution / active EE | $2,640 | $3,113-15.2% | $3,754-29.7% | $2,631+0.3% |
| Participant deferral / active EE | $5,721 | $4,056+41.0% | $5,116+11.8% | $4,212+35.8% |
| Admin fee / account holder | $3,987 | $7,222-44.8% | $8,919-55.3% | $7,344-45.7% |