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 | $63,070 | $89,753-29.7% | $107,525-41.3% | $84,808-25.6% |
| Participation rate | 52.3% | 68.1%-15.8pp | 75.1%-22.8pp | 68.3%-16.0pp |
| Annual return | 15.34% | 29.48%-14.1pp | 181.32%-166.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,705 | $3,113-13.1% | $3,754-27.9% | $2,631+2.8% |
| Participant deferral / active EE | $3,856 | $4,056-4.9% | $5,116-24.6% | $4,212-8.4% |
| Admin fee / account holder | $2,964 | $7,222-59.0% | $8,919-66.8% | $7,344-59.6% |