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 | $51,738 | $89,753-42.4% | $107,525-51.9% | $84,808-39.0% |
| Participation rate | 52.4% | 68.1%-15.7pp | 75.1%-22.7pp | 68.3%-15.9pp |
| Annual return | 18.09% | 29.48%-11.4pp | 181.32%-163.2pp | 40.90%-22.8pp |
| Employer contribution / active EE | $2,030 | $3,113-34.8% | $3,754-45.9% | $2,631-22.9% |
| Participant deferral / active EE | $5,756 | $4,056+41.9% | $5,116+12.5% | $4,212+36.7% |
| Admin fee / account holder | $2,680 | $7,222-62.9% | $8,919-70.0% | $7,344-63.5% |