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 6-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 | $47,963 | $117,983-59.3% | $101,794-52.9% | $142,382-66.3% |
| Participation rate | 52.6% | 74.2%-21.6pp | 69.2%-16.6pp | 80.1%-27.5pp |
| Annual return | 17.90% | 36.92%-19.0pp | 30.53%-12.6pp | 217.08%-199.2pp |
| Employer contribution / active EE | $1,417 | $2,773-48.9% | $2,289-38.1% | $4,299-67.0% |
| Participant deferral / active EE | $3,891 | $4,714-17.5% | $4,084-4.7% | $6,507-40.2% |
| Admin fee / account holder | $2,932 | $10,433-71.9% | $8,777-66.6% | $12,624-76.8% |