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 | $59,346 | $71,050-16.5% | $93,606-36.6% | $80,856-26.6% |
| Participation rate | 58.3% | 60.4%-2.1pp | 68.7%-10.4pp | 67.6%-9.3pp |
| Annual return | 32.35% | 11.26%+21.1pp | 133.20%-100.8pp | 35.59%-3.2pp |
| Employer contribution / active EE | $1,501 | $1,564-4.0% | $2,420-38.0% | $2,755-45.5% |
| Participant deferral / active EE | $3,026 | $4,034-25.0% | $4,411-31.4% | $4,296-29.6% |
| Admin fee / account holder | $1,317 | $6,945-81.0% | $8,285-84.1% | $6,918-81.0% |