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 | $56,548 | $135,952-58.4% | $123,892-54.4% | $273,961-79.4% |
| Participation rate | 41.7% | 84.1%-42.4pp | 81.4%-39.7pp | 83.0%-41.3pp |
| Annual return | 5.80% | 56.63%-50.8pp | 47.52%-41.7pp | 41.45%-35.7pp |
| Employer contribution / active EE | $1,219 | $5,170-76.4% | $4,617-73.6% | $4,869-75.0% |
| Participant deferral / active EE | $3,594 | $6,343-43.3% | $5,984-39.9% | $5,287-32.0% |
| Admin fee / account holder | $9,647 | $9,817-1.7% | $8,357+15.4% | $10,132-4.8% |