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 6-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 | $29,618 | $215,361-86.2% | $171,082-82.7% | $273,961-89.2% |
| Participation rate | 44.4% | 82.0%-37.6pp | 76.7%-32.3pp | 83.0%-38.6pp |
| Annual return | 6.97% | 25.14%-18.2pp | 32.56%-25.6pp | 41.45%-34.5pp |
| Employer contribution / active EE | $1,089 | $4,967-78.1% | $4,002-72.8% | $4,869-77.6% |
| Participant deferral / active EE | $1,361 | $5,543-75.4% | $4,797-71.6% | $5,287-74.3% |
| Admin fee / account holder | $7,272 | $10,846-33.0% | $8,520-14.6% | $10,132-28.2% |