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 | $47,803 | $74,927-36.2% | $101,794-53.0% | $84,808-43.6% |
| Participation rate | 53.8% | 61.4%-7.6pp | 69.2%-15.3pp | 68.3%-14.5pp |
| Annual return | 12.67% | 18.70%-6.0pp | 30.53%-17.9pp | 40.90%-28.2pp |
| Employer contribution / active EE | $1,525 | $1,522+0.2% | $2,289-33.4% | $2,631-42.0% |
| Participant deferral / active EE | $2,923 | $3,099-5.7% | $4,084-28.4% | $4,212-30.6% |
| Admin fee / account holder | $19,898 | $6,514+205.5% | $8,777+126.7% | $7,344+171.0% |