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 | $45,598 | $56,053-18.7% | $75,972-40.0% | $80,856-43.6% |
| Participation rate | 65.9% | 62.0%+3.9pp | 69.1%-3.1pp | 67.6%-1.7pp |
| Annual return | 12.52% | 20.53%-8.0pp | 359.55%-347.0pp | 35.59%-23.1pp |
| Employer contribution / active EE | $2,172 | $1,874+15.9% | $2,685-19.1% | $2,755-21.2% |
| Participant deferral / active EE | $4,449 | $3,052+45.8% | $4,255+4.5% | $4,296+3.6% |
| Admin fee / account holder | $9,929 | $5,234+89.7% | $6,467+53.5% | $6,918+43.5% |