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 8-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 | $54,587 | $65,365-16.5% | $92,893-41.2% | $72,985-25.2% |
| Participation rate | 63.2% | 68.3%-5.2pp | 76.0%-12.8pp | 69.5%-6.3pp |
| Annual return | 19.24% | 42.10%-22.9pp | 109.41%-90.2pp | 81.00%-61.8pp |
| Employer contribution / active EE | $947 | $2,594-63.5% | $3,653-74.1% | $2,440-61.2% |
| Participant deferral / active EE | $2,473 | $3,128-21.0% | $4,236-41.6% | $3,607-31.5% |
| Admin fee / account holder | $7,406 | $4,251+74.2% | $5,794+27.8% | $5,124+44.5% |