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 | $49,070 | $56,317-12.9% | $71,209-31.1% | $74,304-34.0% |
| Participation rate | 53.0% | 55.1%-2.1pp | 73.8%-20.7pp | 60.3%-7.3pp |
| Annual return | 23.24% | 42.83%-19.6pp | 282.51%-259.3pp | 29.43%-6.2pp |
| Employer contribution / active EE | $2,196 | $2,160+1.7% | $2,721-19.3% | $2,241-2.0% |
| Participant deferral / active EE | $3,523 | $2,788+26.4% | $4,175-15.6% | $3,767-6.5% |
| Admin fee / account holder | $7,294 | $2,290+218.6% | $5,349+36.4% | $2,969+145.7% |