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 | $56,551 | $52,279+8.2% | $89,391-36.7% | $79,858-29.2% |
| Participation rate | 50.0% | 57.5%-7.5pp | 68.0%-18.0pp | 69.6%-19.6pp |
| Annual return | 15.62% | 22.16%-6.5pp | 245.62%-230.0pp | 31.71%-16.1pp |
| Employer contribution / active EE | $1,162 | $1,572-26.1% | $2,586-55.1% | $2,471-53.0% |
| Participant deferral / active EE | $1,648 | $2,740-39.9% | $3,890-57.6% | $3,740-55.9% |
| Admin fee / account holder | $22,591 | $3,356+573.1% | $4,881+362.8% | $5,306+325.7% |