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 | $44,626 | $69,454-35.7% | $180,183-75.2% | $74,304-39.9% |
| Participation rate | 29.6% | 61.8%-32.2pp | 77.4%-47.9pp | 60.3%-30.8pp |
| Annual return | 15.51% | 25.86%-10.4pp | 27.86%-12.4pp | 29.43%-13.9pp |
| Employer contribution / active EE | $2,059 | $3,155-34.7% | $5,039-59.1% | $2,241-8.1% |
| Participant deferral / active EE | $2,657 | $4,662-43.0% | $6,822-61.1% | $3,767-29.5% |
| Admin fee / account holder | $7,966 | $3,036+162.4% | $19,975-60.1% | $2,969+168.3% |