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 6-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 | $77,949 | $73,933+5.4% | $96,683-19.4% | $75,163+3.7% |
| Participation rate | 61.3% | 66.4%-5.1pp | 74.3%-13.1pp | 67.2%-5.9pp |
| Annual return | 13.30% | 26.70%-13.4pp | 35.69%-22.4pp | 160.62%-147.3pp |
| Employer contribution / active EE | $1,298 | $2,928-55.7% | $3,737-65.3% | $2,670-51.4% |
| Participant deferral / active EE | $3,643 | $3,659-0.4% | $4,878-25.3% | $4,125-11.7% |
| Admin fee / account holder | $17,309 | $5,216+231.8% | $6,730+157.2% | $5,651+206.3% |