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 | $20,026 | $59,097-66.1% | $82,389-75.7% | $74,304-73.0% |
| Participation rate | 42.0% | 52.8%-10.8pp | 69.5%-27.6pp | 60.3%-18.4pp |
| Annual return | 18.55% | 22.85%-4.3pp | 28.67%-10.1pp | 29.43%-10.9pp |
| Employer contribution / active EE | $1,448 | $1,601-9.6% | $2,517-42.5% | $2,241-35.4% |
| Participant deferral / active EE | $2,842 | $2,775+2.4% | $4,155-31.6% | $3,767-24.6% |
| Admin fee / account holder | $4,678 | $4,489+4.2% | $7,231-35.3% | $2,969+57.6% |