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 | $50,710 | $72,277-29.8% | $101,248-49.9% | $79,858-36.5% |
| Participation rate | 58.8% | 68.5%-9.6pp | 75.8%-17.0pp | 69.6%-10.8pp |
| Annual return | 20.56% | 22.30%-1.7pp | 46.47%-25.9pp | 31.71%-11.2pp |
| Employer contribution / active EE | $1,714 | $2,692-36.3% | $3,660-53.2% | $2,471-30.6% |
| Participant deferral / active EE | $3,891 | $3,282+18.6% | $4,370-11.0% | $3,740+4.0% |
| Admin fee / account holder | $1,720 | $4,400-60.9% | $5,945-71.1% | $5,306-67.6% |