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 | $35,609 | $81,446-56.3% | $103,374-65.6% | $80,874-56.0% |
| Participation rate | 41.1% | 66.9%-25.8pp | 74.5%-33.4pp | 67.6%-26.6pp |
| Annual return | 14.29% | 25.57%-11.3pp | 24.89%-10.6pp | 35.62%-21.3pp |
| Employer contribution / active EE | $1,680 | $3,107-45.9% | $3,869-56.6% | $2,756-39.0% |
| Participant deferral / active EE | $2,806 | $3,870-27.5% | $5,058-44.5% | $4,297-34.7% |
| Admin fee / account holder | $3,778 | $6,715-43.7% | $8,394-55.0% | $6,935-45.5% |