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 | $25,059 | $88,672-71.7% | $105,223-76.2% | $82,448-69.6% |
| Participation rate | 58.5% | 67.9%-9.4pp | 75.0%-16.5pp | 68.1%-9.5pp |
| Annual return | 15.88% | 30.86%-15.0pp | 180.65%-164.8pp | 41.64%-25.8pp |
| Employer contribution / active EE | $2,827 | $3,048-7.2% | $3,689-23.4% | $2,551+10.8% |
| Participant deferral / active EE | $4,196 | $4,036+4.0% | $5,072-17.3% | $4,139+1.4% |
| Admin fee / account holder | $1,705 | $7,146-76.1% | $8,859-80.7% | $7,234-76.4% |