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 | $57,287 | $81,460-29.7% | $103,333-44.6% | $80,856-29.1% |
| Participation rate | 61.1% | 66.8%-5.7pp | 74.5%-13.4pp | 67.6%-6.5pp |
| Annual return | 12.16% | 25.55%-13.4pp | 24.88%-12.7pp | 35.59%-23.4pp |
| Employer contribution / active EE | $1,410 | $3,105-54.6% | $3,868-63.5% | $2,755-48.8% |
| Participant deferral / active EE | $2,106 | $3,869-45.6% | $5,057-58.4% | $4,296-51.0% |
| Admin fee / account holder | $6,755 | $6,566+2.9% | $8,355-19.1% | $6,918-2.4% |