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 | $59,736 | $86,944-31.3% | $107,525-44.4% | $74,304-19.6% |
| Participation rate | 28.0% | 59.6%-31.6pp | 75.1%-47.1pp | 60.3%-32.4pp |
| Annual return | 15.43% | 23.52%-8.1pp | 181.32%-165.9pp | 29.43%-14.0pp |
| Employer contribution / active EE | $841 | $2,757-69.5% | $3,754-77.6% | $2,241-62.5% |
| Participant deferral / active EE | $2,282 | $3,554-35.8% | $5,116-55.4% | $3,767-39.4% |
| Admin fee / account holder | $5,566 | $3,727+49.4% | $8,919-37.6% | $2,969+87.5% |