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 | $78,451 | $81,248-3.4% | $155,509-49.6% | $80,856-3.0% |
| Participation rate | 55.7% | 66.2%-10.5pp | 78.2%-22.5pp | 67.6%-11.9pp |
| Annual return | 16.70% | 33.31%-16.6pp | 64.67%-48.0pp | 35.59%-18.9pp |
| Employer contribution / active EE | $1,164 | $3,100-62.4% | $4,672-75.1% | $2,755-57.7% |
| Participant deferral / active EE | $2,488 | $3,452-27.9% | $5,626-55.8% | $4,296-42.1% |
| Admin fee / account holder | $5,041 | $7,997-37.0% | $15,912-68.3% | $6,918-27.1% |