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 | $81,368 | $81,460-0.1% | $103,333-21.3% | $80,856+0.6% |
| Participation rate | 37.5% | 66.8%-29.3pp | 74.5%-37.0pp | 67.6%-30.1pp |
| Annual return | 12.60% | 25.55%-12.9pp | 24.88%-12.3pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,628 | $3,105-47.6% | $3,868-57.9% | $2,755-40.9% |
| Participant deferral / active EE | $4,202 | $3,869+8.6% | $5,057-16.9% | $4,296-2.2% |
| Admin fee / account holder | $2,919 | $6,566-55.5% | $8,355-65.1% | $6,918-57.8% |