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 | $70,819 | $86,929-18.5% | $102,423-30.9% | $80,856-12.4% |
| Participation rate | 50.6% | 72.4%-21.7pp | 76.5%-25.8pp | 67.6%-17.0pp |
| Annual return | 12.33% | 18.88%-6.6pp | 29.32%-17.0pp | 35.59%-23.3pp |
| Employer contribution / active EE | $1,647 | $2,369-30.5% | $3,023-45.5% | $2,755-40.2% |
| Participant deferral / active EE | $2,894 | $4,118-29.7% | $5,053-42.7% | $4,296-32.6% |
| Admin fee / account holder | $8,704 | $8,049+8.1% | $9,451-7.9% | $6,918+25.8% |