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 | $81,640 | $111,814-27.0% | $103,374-21.0% | $145,959-44.1% |
| Participation rate | 68.8% | 77.9%-9.2pp | 74.5%-5.8pp | 80.3%-11.5pp |
| Annual return | 10.91% | 24.77%-13.9pp | 24.89%-14.0pp | 561.95%-551.0pp |
| Employer contribution / active EE | $2,385 | $4,214-43.4% | $3,869-38.4% | $4,661-48.8% |
| Participant deferral / active EE | $4,782 | $5,618-14.9% | $5,058-5.4% | $6,689-28.5% |
| Admin fee / account holder | $7,183 | $9,754-26.4% | $8,394-14.4% | $13,398-46.4% |