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 | $58,665 | $81,460-28.0% | $103,333-43.2% | $80,856-27.4% |
| Participation rate | 54.1% | 66.8%-12.7pp | 74.5%-20.4pp | 67.6%-13.5pp |
| Annual return | 15.80% | 25.55%-9.7pp | 24.88%-9.1pp | 35.59%-19.8pp |
| Employer contribution / active EE | $1,362 | $3,105-56.1% | $3,868-64.8% | $2,755-50.6% |
| Participant deferral / active EE | $2,623 | $3,869-32.2% | $5,057-48.1% | $4,296-38.9% |
| Admin fee / account holder | $3,420 | $6,566-47.9% | $8,355-59.1% | $6,918-50.6% |