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 | $66,055 | $65,365+1.1% | $92,893-28.9% | $72,985-9.5% |
| Participation rate | 20.0% | 68.3%-48.3pp | 76.0%-56.0pp | 69.5%-49.5pp |
| Annual return | 24.18% | 42.10%-17.9pp | 109.41%-85.2pp | 81.00%-56.8pp |
| Employer contribution / active EE | $1,324 | $2,594-49.0% | $3,653-63.8% | $2,440-45.7% |
| Participant deferral / active EE | $1,381 | $3,128-55.9% | $4,236-67.4% | $3,607-61.7% |
| Admin fee / account holder | $865 | $4,251-79.7% | $5,794-85.1% | $5,124-83.1% |