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 | $57,277 | $79,449-27.9% | $189,557-69.8% | $85,850-33.3% |
| Participation rate | 51.6% | 66.0%-14.3pp | 78.4%-26.8pp | 69.3%-17.7pp |
| Annual return | 14.03% | 18.45%-4.4pp | 64.17%-50.1pp | 318.53%-304.5pp |
| Employer contribution / active EE | $1,900 | $2,081-8.7% | $4,412-56.9% | $2,565-25.9% |
| Participant deferral / active EE | $4,567 | $4,051+12.7% | $6,174-26.0% | $3,952+15.6% |
| Admin fee / account holder | $3,100 | $5,377-42.4% | $9,807-68.4% | $6,260-50.5% |