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 | $32,782 | $91,190-64.1% | $178,490-81.6% | $79,858-58.9% |
| Participation rate | 61.5% | 69.2%-7.7pp | 81.9%-20.4pp | 69.6%-8.1pp |
| Annual return | 21.23% | 24.19%-3.0pp | 151.07%-129.8pp | 31.71%-10.5pp |
| Employer contribution / active EE | $1,702 | $3,256-47.7% | $5,011-66.0% | $2,471-31.1% |
| Participant deferral / active EE | $3,287 | $3,236+1.6% | $5,202-36.8% | $3,740-12.1% |
| Admin fee / account holder | $891 | $6,751-86.8% | $13,984-93.6% | $5,306-83.2% |