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 | $48,536 | $81,460-40.4% | $103,333-53.0% | $80,856-40.0% |
| Participation rate | 39.3% | 66.8%-27.6pp | 74.5%-35.2pp | 67.6%-28.4pp |
| Annual return | 12.27% | 25.55%-13.3pp | 24.88%-12.6pp | 35.59%-23.3pp |
| Employer contribution / active EE | $1,057 | $3,105-66.0% | $3,868-72.7% | $2,755-61.6% |
| Participant deferral / active EE | $2,178 | $3,869-43.7% | $5,057-56.9% | $4,296-49.3% |
| Admin fee / account holder | $909 | $6,566-86.2% | $8,355-89.1% | $6,918-86.9% |