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 | $35,234 | $72,277-51.3% | $101,248-65.2% | $79,858-55.9% |
| Participation rate | 34.4% | 68.5%-34.1pp | 75.8%-41.4pp | 69.6%-35.3pp |
| Annual return | 18.15% | 22.30%-4.1pp | 46.47%-28.3pp | 31.71%-13.6pp |
| Employer contribution / active EE | $1,078 | $2,692-60.0% | $3,660-70.6% | $2,471-56.4% |
| Participant deferral / active EE | $1,472 | $3,282-55.1% | $4,370-66.3% | $3,740-60.6% |
| Admin fee / account holder | $4,265 | $4,400-3.1% | $5,945-28.3% | $5,306-19.6% |