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 | $64,238 | $64,480-0.4% | $81,382-21.1% | $80,856-20.6% |
| Participation rate | 50.0% | 63.9%-13.9pp | 69.5%-19.5pp | 67.6%-17.6pp |
| Annual return | 10.67% | 16.34%-5.7pp | 24.73%-14.1pp | 35.59%-24.9pp |
| Employer contribution / active EE | $1,706 | $1,978-13.8% | $2,463-30.7% | $2,755-38.1% |
| Participant deferral / active EE | $3,933 | $3,094+27.1% | $3,883+1.3% | $4,296-8.4% |
| Admin fee / account holder | $19,649 | $5,671+246.5% | $5,768+240.6% | $6,918+184.0% |