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 | $34,108 | $54,705-37.7% | $71,209-52.1% | $84,808-59.8% |
| Participation rate | 57.6% | 64.1%-6.5pp | 73.8%-16.2pp | 68.3%-10.7pp |
| Annual return | 15.90% | 35.90%-20.0pp | 282.51%-266.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,408 | $2,158-34.8% | $2,721-48.3% | $2,631-46.5% |
| Participant deferral / active EE | $2,929 | $3,030-3.4% | $4,175-29.9% | $4,212-30.5% |
| Admin fee / account holder | $1,166 | $4,863-76.0% | $5,349-78.2% | $7,344-84.1% |