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 | $77,492 | $91,552-15.4% | $133,956-42.2% | $79,858-3.0% |
| Participation rate | 69.2% | 73.3%-4.1pp | 79.8%-10.6pp | 69.6%-0.4pp |
| Annual return | 18.36% | 61.85%-43.5pp | 45.09%-26.7pp | 31.71%-13.4pp |
| Employer contribution / active EE | $577 | $2,384-75.8% | $3,919-85.3% | $2,471-76.7% |
| Participant deferral / active EE | $3,301 | $3,733-11.6% | $5,048-34.6% | $3,740-11.7% |
| Admin fee / account holder | $2,067 | $6,321-67.3% | $8,927-76.8% | $5,306-61.0% |