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 | $106,080 | $109,413-3.0% | $156,263-32.1% | $84,808+25.1% |
| Participation rate | 28.1% | 72.7%-44.6pp | 78.9%-50.8pp | 68.3%-40.2pp |
| Annual return | 19.52% | 20.18%-0.7pp | 59.47%-39.9pp | 40.90%-21.4pp |
| Employer contribution / active EE | $991 | $2,907-65.9% | $4,333-77.1% | $2,631-62.3% |
| Participant deferral / active EE | $2,044 | $4,590-55.5% | $6,158-66.8% | $4,212-51.5% |
| Admin fee / account holder | $2,067 | $9,357-77.9% | $14,255-85.5% | $7,344-71.9% |