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 | $36,243 | $72,277-49.9% | $101,248-64.2% | $79,858-54.6% |
| Participation rate | 48.3% | 68.5%-20.2pp | 75.8%-27.5pp | 69.6%-21.4pp |
| Annual return | 15.61% | 22.30%-6.7pp | 46.47%-30.9pp | 31.71%-16.1pp |
| Employer contribution / active EE | $1,421 | $2,692-47.2% | $3,660-61.2% | $2,471-42.5% |
| Participant deferral / active EE | $3,034 | $3,282-7.5% | $4,370-30.6% | $3,740-18.9% |
| Admin fee / account holder | $1,516 | $4,400-65.5% | $5,945-74.5% | $5,306-71.4% |