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 | $42,092 | $95,453-55.9% | $112,040-62.4% | $82,448-48.9% |
| Participation rate | 66.7% | 72.8%-6.1pp | 76.5%-9.8pp | 68.1%-1.4pp |
| Annual return | 15.77% | 23.92%-8.1pp | 24.52%-8.7pp | 41.64%-25.9pp |
| Employer contribution / active EE | $1,740 | $2,318-24.9% | $2,954-41.1% | $2,551-31.8% |
| Participant deferral / active EE | $3,198 | $4,224-24.3% | $5,098-37.3% | $4,139-22.7% |
| Admin fee / account holder | $4,739 | $9,013-47.4% | $12,098-60.8% | $7,234-34.5% |