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 | $54,164 | $81,233-33.3% | $155,567-65.2% | $80,874-33.0% |
| Participation rate | 53.3% | 66.2%-12.9pp | 78.2%-24.9pp | 67.6%-14.3pp |
| Annual return | 15.72% | 33.33%-17.6pp | 64.74%-49.0pp | 35.62%-19.9pp |
| Employer contribution / active EE | $1,073 | $3,101-65.4% | $4,674-77.0% | $2,756-61.1% |
| Participant deferral / active EE | $4,328 | $3,452+25.4% | $5,628-23.1% | $4,297+0.7% |
| Admin fee / account holder | $3,028 | $7,998-62.1% | $15,916-81.0% | $6,935-56.3% |