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 | $51,366 | $77,523-33.7% | $100,383-48.8% | $80,874-36.5% |
| Participation rate | 44.0% | 77.0%-33.0pp | 81.5%-37.5pp | 67.6%-23.6pp |
| Annual return | 15.09% | 37.21%-22.1pp | 49.26%-34.2pp | 35.62%-20.5pp |
| Employer contribution / active EE | $1,949 | $2,801-30.4% | $3,944-50.6% | $2,756-29.3% |
| Participant deferral / active EE | $4,346 | $6,822-36.3% | $8,086-46.3% | $4,297+1.1% |
| Admin fee / account holder | $3,876 | $5,899-34.3% | $7,900-50.9% | $6,935-44.1% |