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 8-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 | $56,496 | $80,968-30.2% | $96,544-41.5% | $75,163-24.8% |
| Participation rate | 66.7% | 71.8%-5.1pp | 76.0%-9.3pp | 67.2%-0.5pp |
| Annual return | 18.57% | 27.06%-8.5pp | 25.84%-7.3pp | 160.62%-142.0pp |
| Employer contribution / active EE | $1,409 | $2,282-38.3% | $2,965-52.5% | $2,670-47.2% |
| Participant deferral / active EE | $4,181 | $3,928+6.4% | $4,851-13.8% | $4,125+1.3% |
| Admin fee / account holder | $893 | $6,724-86.7% | $8,252-89.2% | $5,651-84.2% |