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 | $56,176 | $106,749-47.4% | $145,433-61.4% | $82,448-31.9% |
| Participation rate | 54.5% | 75.6%-21.1pp | 82.1%-27.6pp | 68.1%-13.5pp |
| Annual return | 15.39% | 27.59%-12.2pp | 66.58%-51.2pp | 41.64%-26.3pp |
| Employer contribution / active EE | $1,782 | $3,444-48.3% | $4,554-60.9% | $2,551-30.1% |
| Participant deferral / active EE | $3,639 | $6,519-44.2% | $7,897-53.9% | $4,139-12.1% |
| Admin fee / account holder | $9,880 | $8,390+17.8% | $13,129-24.7% | $7,234+36.6% |