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 | $83,369-19.1% | $105,223-35.9% | $67,986-0.7% |
| Participation rate | 44.3% | 56.3%-12.0pp | 75.0%-30.7pp | 57.2%-12.9pp |
| Annual return | 15.79% | 24.64%-8.9pp | 180.65%-164.9pp | 31.67%-15.9pp |
| Employer contribution / active EE | $1,397 | $2,541-45.0% | $3,689-62.1% | $2,019-30.8% |
| Participant deferral / active EE | $2,680 | $3,295-18.7% | $5,072-47.2% | $3,358-20.2% |
| Admin fee / account holder | $1,311 | $4,073-67.8% | $8,859-85.2% | $3,203-59.1% |