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 8-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 | $73,286 | $60,022+22.1% | $88,946-17.6% | $84,808-13.6% |
| Participation rate | 47.5% | 57.8%-10.3pp | 68.8%-21.3pp | 68.3%-20.8pp |
| Annual return | 14.75% | 22.43%-7.7pp | 57.82%-43.1pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,354 | $1,703-20.5% | $2,555-47.0% | $2,631-48.5% |
| Participant deferral / active EE | $2,967 | $3,114-4.7% | $4,581-35.2% | $4,212-29.6% |
| Admin fee / account holder | $1,902 | $4,811-60.5% | $8,261-77.0% | $7,344-74.1% |