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 | $49,440 | $57,057-13.3% | $85,009-41.8% | $80,874-38.9% |
| Participation rate | 37.2% | 56.4%-19.2pp | 67.5%-30.3pp | 67.6%-30.4pp |
| Annual return | 15.02% | 21.66%-6.6pp | 66.47%-51.4pp | 35.62%-20.6pp |
| Employer contribution / active EE | $1,876 | $1,799+4.3% | $2,728-31.2% | $2,756-31.9% |
| Participant deferral / active EE | $3,844 | $3,112+23.5% | $4,522-15.0% | $4,297-10.5% |
| Admin fee / account holder | $2,083 | $4,986-58.2% | $6,153-66.1% | $6,935-70.0% |