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 | $95,893 | $109,881-12.7% | $150,045-36.1% | $84,808+13.1% |
| Participation rate | 21.4% | 76.1%-54.7pp | 82.3%-60.9pp | 68.3%-46.9pp |
| Annual return | 18.82% | 28.25%-9.4pp | 62.55%-43.7pp | 40.90%-22.1pp |
| Employer contribution / active EE | $1,024 | $3,561-71.2% | $4,693-78.2% | $2,631-61.1% |
| Participant deferral / active EE | $2,929 | $6,636-55.9% | $7,997-63.4% | $4,212-30.5% |
| Admin fee / account holder | $12,203 | $8,568+42.4% | $13,435-9.2% | $7,344+66.2% |