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 | $23,915 | $49,227-51.4% | $70,449-66.1% | $79,858-70.1% |
| Participation rate | 66.7% | 69.2%-2.5pp | 75.1%-8.4pp | 69.6%-3.0pp |
| Annual return | 7.25% | 30.06%-22.8pp | 109.03%-101.8pp | 31.71%-24.5pp |
| Employer contribution / active EE | $1,916 | $2,099-8.7% | $2,737-30.0% | $2,471-22.5% |
| Participant deferral / active EE | $3,136 | $2,768+13.3% | $3,709-15.4% | $3,740-16.2% |
| Admin fee / account holder | $478 | $2,878-83.4% | $3,845-87.6% | $5,306-91.0% |