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 | $94,618 | $109,413-13.5% | $156,263-39.4% | $84,808+11.6% |
| Participation rate | 53.0% | 72.7%-19.7pp | 78.9%-25.9pp | 68.3%-15.3pp |
| Annual return | 13.68% | 20.18%-6.5pp | 59.47%-45.8pp | 40.90%-27.2pp |
| Employer contribution / active EE | $1,557 | $2,907-46.4% | $4,333-64.1% | $2,631-40.8% |
| Participant deferral / active EE | $4,916 | $4,590+7.1% | $6,158-20.2% | $4,212+16.7% |
| Admin fee / account holder | $10,806 | $9,357+15.5% | $14,255-24.2% | $7,344+47.1% |