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 | $45,270 | $135,952-66.7% | $123,892-63.5% | $273,961-83.5% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 8.79% | 56.63%-47.8pp | 47.52%-38.7pp | 41.45%-32.7pp |
| Employer contribution / active EE | $5,517 | $5,170+6.7% | $4,617+19.5% | $4,869+13.3% |
| Participant deferral / active EE | $5,517 | $6,343-13.0% | $5,984-7.8% | $5,287+4.3% |
| Admin fee / account holder | $1,243 | $9,817-87.3% | $8,357-85.1% | $10,132-87.7% |