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 | $43,705 | $45,073-3.0% | $69,455-37.1% | $72,985-40.1% |
| Participation rate | 51.3% | 68.5%-17.2pp | 74.6%-23.3pp | 69.5%-18.2pp |
| Annual return | 20.70% | 22.65%-1.9pp | 28.97%-8.3pp | 81.00%-60.3pp |
| Employer contribution / active EE | $1,014 | $2,054-50.6% | $2,779-63.5% | $2,440-58.4% |
| Participant deferral / active EE | $2,513 | $2,602-3.4% | $3,535-28.9% | $3,607-30.3% |
| Admin fee / account holder | $5,753 | $3,056+88.3% | $3,839+49.8% | $5,124+12.3% |