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 7-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 | $36,295 | $89,753-59.6% | $107,525-66.2% | $84,808-57.2% |
| Participation rate | 61.8% | 68.1%-6.2pp | 75.1%-13.2pp | 68.3%-6.5pp |
| Annual return | 20.21% | 29.48%-9.3pp | 181.32%-161.1pp | 40.90%-20.7pp |
| Employer contribution / active EE | $1,852 | $3,113-40.5% | $3,754-50.7% | $2,631-29.6% |
| Participant deferral / active EE | $2,790 | $4,056-31.2% | $5,116-45.5% | $4,212-33.8% |
| Admin fee / account holder | $2,797 | $7,222-61.3% | $8,919-68.6% | $7,344-61.9% |