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 | $70,871 | $65,685+7.9% | $57,179+23.9% | $273,961-74.1% |
| Participation rate | 45.5% | 78.3%-32.9pp | 75.3%-29.9pp | 83.0%-37.6pp |
| Annual return | 7.95% | 21.99%-14.0pp | 14.59%-6.6pp | 41.45%-33.5pp |
| Employer contribution / active EE | $1,211 | $3,279-63.1% | $2,682-54.8% | $4,869-75.1% |
| Participant deferral / active EE | $3,043 | $3,782-19.5% | $3,096-1.7% | $5,287-42.4% |
| Admin fee / account holder | $810 | $4,835-83.2% | $3,139-74.2% | $10,132-92.0% |