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 | $22,079 | $72,277-69.5% | $101,248-78.2% | $79,858-72.4% |
| Participation rate | 65.4% | 68.5%-3.1pp | 75.8%-10.4pp | 69.6%-4.2pp |
| Annual return | 17.46% | 22.30%-4.8pp | 46.47%-29.0pp | 31.71%-14.3pp |
| Employer contribution / active EE | $1,302 | $2,692-51.6% | $3,660-64.4% | $2,471-47.3% |
| Participant deferral / active EE | $2,254 | $3,282-31.3% | $4,370-48.4% | $3,740-39.7% |
| Admin fee / account holder | $3,916 | $4,400-11.0% | $5,945-34.1% | $5,306-26.2% |