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 | $29,446 | $56,053-47.5% | $75,972-61.2% | $80,856-63.6% |
| Participation rate | 60.6% | 62.0%-1.4pp | 69.1%-8.4pp | 67.6%-7.0pp |
| Annual return | 13.88% | 20.53%-6.7pp | 359.55%-345.7pp | 35.59%-21.7pp |
| Employer contribution / active EE | $1,899 | $1,874+1.3% | $2,685-29.3% | $2,755-31.1% |
| Participant deferral / active EE | $3,609 | $3,052+18.3% | $4,255-15.2% | $4,296-16.0% |
| Admin fee / account holder | $5,647 | $5,234+7.9% | $6,467-12.7% | $6,918-18.4% |