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 | $72,355 | $92,985-22.2% | $153,485-52.9% | $80,856-10.5% |
| Participation rate | 40.0% | 69.0%-29.0pp | 77.1%-37.1pp | 67.6%-27.6pp |
| Annual return | 15.32% | 19.95%-4.6pp | 15.65%-0.3pp | 35.59%-20.3pp |
| Employer contribution / active EE | $1,328 | $3,507-62.1% | $5,039-73.6% | $2,755-51.8% |
| Participant deferral / active EE | $2,348 | $5,178-54.6% | $6,757-65.2% | $4,296-45.3% |
| Admin fee / account holder | $12,786 | $8,880+44.0% | $12,724+0.5% | $6,918+84.8% |