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 9-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 | $69,221 | $181,894-61.9% | $156,549-55.8% | $273,961-74.7% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 6.91% | 30.74%-23.8pp | 32.23%-25.3pp | 41.45%-34.5pp |
| Employer contribution / active EE | $2,387 | $6,248-61.8% | $5,501-56.6% | $4,869-51.0% |
| Participant deferral / active EE | $5,026 | $5,550-9.4% | $4,871+3.2% | $5,287-4.9% |
| Admin fee / account holder | $1,040 | $15,559-93.3% | $13,027-92.0% | $10,132-89.7% |