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 | $68,594 | $81,460-15.8% | $103,333-33.6% | $80,856-15.2% |
| Participation rate | 50.0% | 66.8%-16.8pp | 74.5%-24.5pp | 67.6%-17.6pp |
| Annual return | 28.63% | 25.55%+3.1pp | 24.88%+3.7pp | 35.59%-7.0pp |
| Employer contribution / active EE | $1,576 | $3,105-49.2% | $3,868-59.2% | $2,755-42.8% |
| Participant deferral / active EE | $3,703 | $3,869-4.3% | $5,057-26.8% | $4,296-13.8% |
| Admin fee / account holder | $952 | $6,566-85.5% | $8,355-88.6% | $6,918-86.2% |