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 | $90,512 | $81,460+11.1% | $103,333-12.4% | $80,856+11.9% |
| Participation rate | 24.3% | 66.8%-42.5pp | 74.5%-50.2pp | 67.6%-43.3pp |
| Annual return | 10.50% | 25.55%-15.0pp | 24.88%-14.4pp | 35.59%-25.1pp |
| Employer contribution / active EE | $832 | $3,105-73.2% | $3,868-78.5% | $2,755-69.8% |
| Participant deferral / active EE | $4,038 | $3,869+4.4% | $5,057-20.2% | $4,296-6.0% |
| Admin fee / account holder | $1,010 | $6,566-84.6% | $8,355-87.9% | $6,918-85.4% |