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 | $39,314 | $81,460-51.7% | $103,333-62.0% | $80,856-51.4% |
| Participation rate | 21.4% | 66.8%-45.4pp | 74.5%-53.1pp | 67.6%-46.2pp |
| Annual return | 12.27% | 25.55%-13.3pp | 24.88%-12.6pp | 35.59%-23.3pp |
| Employer contribution / active EE | $1,247 | $3,105-59.8% | $3,868-67.8% | $2,755-54.7% |
| Participant deferral / active EE | $2,489 | $3,869-35.7% | $5,057-50.8% | $4,296-42.1% |
| Admin fee / account holder | $6,565 | $6,5660% | $8,355-21.4% | $6,918-5.1% |