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 | $74,813 | $71,516+4.6% | $98,439-24.0% | $71,457+4.7% |
| Participation rate | 51.9% | 72.7%-20.8pp | 75.2%-23.3pp | 67.9%-16.1pp |
| Annual return | 18.27% | 32.41%-14.1pp | 21.16%-2.9pp | 28.85%-10.6pp |
| Employer contribution / active EE | $1,164 | $2,399-51.5% | $3,048-61.8% | $2,588-55.0% |
| Participant deferral / active EE | $2,051 | $4,109-50.1% | $4,738-56.7% | $4,289-52.2% |
| Admin fee / account holder | $3,711 | $1,675+121.6% | $8,948-58.5% | $1,587+133.8% |