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 | $57,146 | $76,367-25.2% | $93,606-39.0% | $72,985-21.7% |
| Participation rate | 53.1% | 71.7%-18.6pp | 75.8%-22.7pp | 69.5%-16.4pp |
| Annual return | 20.48% | 25.82%-5.3pp | 32.76%-12.3pp | 81.00%-60.5pp |
| Employer contribution / active EE | $875 | $2,275-61.6% | $2,718-67.8% | $2,440-64.1% |
| Participant deferral / active EE | $2,484 | $3,538-29.8% | $4,069-39.0% | $3,607-31.2% |
| Admin fee / account holder | $98,389 | $6,838+1338.8% | $7,888+1147.3% | $5,124+1820.0% |