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 | $50,755 | $53,018-4.3% | $70,014-27.5% | $62,891-19.3% |
| Participation rate | 60.5% | 67.2%-6.7pp | 71.8%-11.3pp | 69.3%-8.8pp |
| Annual return | 6.56% | 13.35%-6.8pp | 12.99%-6.4pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,487 | $1,799-17.3% | $2,338-36.4% | $2,281-34.8% |
| Participant deferral / active EE | $1,958 | $2,395-18.2% | $2,931-33.2% | $3,203-38.9% |
| Admin fee / account holder | $2,360 | $3,690-36.0% | $4,380-46.1% | $4,296-45.1% |