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 | $60,305 | $109,881-45.1% | $150,045-59.8% | $84,808-28.9% |
| Participation rate | 56.9% | 76.1%-19.2pp | 82.3%-25.5pp | 68.3%-11.4pp |
| Annual return | 15.06% | 28.25%-13.2pp | 62.55%-47.5pp | 40.90%-25.8pp |
| Employer contribution / active EE | $2,149 | $3,561-39.7% | $4,693-54.2% | $2,631-18.3% |
| Participant deferral / active EE | $4,159 | $6,636-37.3% | $7,997-48.0% | $4,212-1.2% |
| Admin fee / account holder | $1,019 | $8,568-88.1% | $13,435-92.4% | $7,344-86.1% |