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 | $82,805 | $57,590+43.8% | $86,233-4.0% | $82,448+0.4% |
| Participation rate | 36.1% | 57.9%-21.8pp | 69.0%-32.9pp | 68.1%-32.0pp |
| Annual return | 17.25% | 22.41%-5.2pp | 61.39%-44.1pp | 41.64%-24.4pp |
| Employer contribution / active EE | $1,627 | $1,655-1.7% | $2,504-35.0% | $2,551-36.2% |
| Participant deferral / active EE | $3,790 | $3,080+23.1% | $4,559-16.9% | $4,139-8.4% |
| Admin fee / account holder | $12,181 | $4,730+157.5% | $8,342+46.0% | $7,234+68.4% |