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 | $74,146 | $66,457+11.6% | $81,382-8.9% | $77,643-4.5% |
| Participation rate | 25.7% | 68.7%-43.1pp | 69.5%-43.8pp | 70.6%-44.9pp |
| Annual return | 13.37% | 15.93%-2.6pp | 24.73%-11.4pp | 31.24%-17.9pp |
| Employer contribution / active EE | $978 | $2,159-54.7% | $2,463-60.3% | $2,726-64.1% |
| Participant deferral / active EE | $1,897 | $3,679-48.4% | $3,883-51.2% | $4,647-59.2% |
| Admin fee / account holder | $4,877 | $583+737.2% | $5,768-15.5% | $430+1033.1% |