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 | $67,479 | $86,944-22.4% | $107,525-37.2% | $74,304-9.2% |
| Participation rate | 44.3% | 59.6%-15.2pp | 75.1%-30.8pp | 60.3%-16.0pp |
| Annual return | 15.79% | 23.52%-7.7pp | 181.32%-165.5pp | 29.43%-13.6pp |
| Employer contribution / active EE | $1,397 | $2,757-49.3% | $3,754-62.8% | $2,241-37.7% |
| Participant deferral / active EE | $2,680 | $3,554-24.6% | $5,116-47.6% | $3,767-28.9% |
| Admin fee / account holder | $1,311 | $3,727-64.8% | $8,919-85.3% | $2,969-55.9% |