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 | $49,855 | $95,803-48.0% | $113,168-55.9% | $84,808-41.2% |
| Participation rate | 61.2% | 72.9%-11.6pp | 76.6%-15.3pp | 68.3%-7.1pp |
| Annual return | 16.76% | 25.00%-8.2pp | 24.27%-7.5pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,110 | $2,360-53.0% | $2,975-62.7% | $2,631-57.8% |
| Participant deferral / active EE | $2,079 | $4,242-51.0% | $5,107-59.3% | $4,212-50.6% |
| Admin fee / account holder | $5,068 | $8,989-43.6% | $12,068-58.0% | $7,344-31.0% |