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 | $58,004 | $80,717-28.1% | $154,803-62.5% | $84,808-31.6% |
| Participation rate | 37.0% | 66.8%-29.8pp | 78.1%-41.0pp | 68.3%-31.3pp |
| Annual return | 17.16% | 37.96%-20.8pp | 58.88%-41.7pp | 40.90%-23.7pp |
| Employer contribution / active EE | $1,200 | $2,761-56.6% | $4,305-72.1% | $2,631-54.4% |
| Participant deferral / active EE | $3,003 | $3,303-9.1% | $5,540-45.8% | $4,212-28.7% |
| Admin fee / account holder | $10,220 | $6,746+51.5% | $14,329-28.7% | $7,344+39.2% |