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 | $29,153 | $89,753-67.5% | $107,525-72.9% | $84,808-65.6% |
| Participation rate | 63.9% | 68.1%-4.2pp | 75.1%-11.2pp | 68.3%-4.4pp |
| Annual return | 17.91% | 29.48%-11.6pp | 181.32%-163.4pp | 40.90%-23.0pp |
| Employer contribution / active EE | $2,228 | $3,113-28.4% | $3,754-40.6% | $2,631-15.3% |
| Participant deferral / active EE | $2,864 | $4,056-29.4% | $5,116-44.0% | $4,212-32.0% |
| Admin fee / account holder | $1,578 | $7,222-78.2% | $8,919-82.3% | $7,344-78.5% |