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 | $56,184 | $106,515-47.3% | $96,683-41.9% | $139,434-59.7% |
| Participation rate | 45.8% | 77.8%-32.0pp | 74.3%-28.5pp | 80.3%-34.5pp |
| Annual return | 14.45% | 38.43%-24.0pp | 35.69%-21.2pp | 372.94%-358.5pp |
| Employer contribution / active EE | $2,192 | $4,103-46.6% | $3,737-41.3% | $4,751-53.9% |
| Participant deferral / active EE | $5,922 | $5,454+8.6% | $4,878+21.4% | $6,710-11.8% |
| Admin fee / account holder | $13,190 | $7,877+67.4% | $6,730+96.0% | $11,403+15.7% |