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 | $43,303 | $65,041-33.4% | $90,951-52.4% | $79,858-45.8% |
| Participation rate | 68.4% | 61.6%+6.8pp | 69.0%-0.6pp | 69.6%-1.2pp |
| Annual return | 13.38% | 30.45%-17.1pp | 134.60%-121.2pp | 31.71%-18.3pp |
| Employer contribution / active EE | $986 | $1,247-20.9% | $2,122-53.5% | $2,471-60.1% |
| Participant deferral / active EE | $2,658 | $2,512+5.8% | $3,373-21.2% | $3,740-28.9% |
| Admin fee / account holder | $8,576 | $4,536+89.1% | $5,959+43.9% | $5,306+61.6% |