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 | $46,675 | $71,050-34.3% | $93,606-50.1% | $80,856-42.3% |
| Participation rate | 40.4% | 60.4%-20.0pp | 68.7%-28.3pp | 67.6%-27.3pp |
| Annual return | 10.63% | 11.26%-0.6pp | 133.20%-122.6pp | 35.59%-25.0pp |
| Employer contribution / active EE | $1,207 | $1,564-22.8% | $2,420-50.1% | $2,755-56.2% |
| Participant deferral / active EE | $2,106 | $4,034-47.8% | $4,411-52.3% | $4,296-51.0% |
| Admin fee / account holder | $8,093 | $6,945+16.5% | $8,285-2.3% | $6,918+17.0% |