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 | $85,352 | $81,446+4.8% | $103,374-17.4% | $80,874+5.5% |
| Participation rate | 40.6% | 66.9%-26.2pp | 74.5%-33.9pp | 67.6%-27.0pp |
| Annual return | 15.23% | 25.57%-10.3pp | 24.89%-9.7pp | 35.62%-20.4pp |
| Employer contribution / active EE | $1,897 | $3,107-38.9% | $3,869-51.0% | $2,756-31.1% |
| Participant deferral / active EE | $3,565 | $3,870-7.9% | $5,058-29.5% | $4,297-17.0% |
| Admin fee / account holder | $588 | $6,715-91.3% | $8,394-93.0% | $6,935-91.5% |