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 | $109,881-48.9% | $150,045-62.6% | $84,808-33.8% |
| Participation rate | 54.5% | 76.1%-21.5pp | 82.3%-27.8pp | 68.3%-13.8pp |
| Annual return | 15.39% | 28.25%-12.9pp | 62.55%-47.2pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,782 | $3,561-49.9% | $4,693-62.0% | $2,631-32.3% |
| Participant deferral / active EE | $3,639 | $6,636-45.2% | $7,997-54.5% | $4,212-13.6% |
| Admin fee / account holder | $9,880 | $8,568+15.3% | $13,435-26.5% | $7,344+34.5% |