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 | $31,546 | $49,922-36.8% | $80,569-60.8% | $75,163-58.0% |
| Participation rate | 54.8% | 55.3%-0.5pp | 67.0%-12.2pp | 67.2%-12.4pp |
| Annual return | 17.44% | 34.69%-17.3pp | 935.43%-918.0pp | 160.62%-143.2pp |
| Employer contribution / active EE | $1,452 | $1,698-14.5% | $2,723-46.7% | $2,670-45.6% |
| Participant deferral / active EE | $2,536 | $2,990-15.2% | $4,447-43.0% | $4,125-38.5% |
| Admin fee / account holder | $1,815 | $3,577-49.3% | $5,377-66.2% | $5,651-67.9% |