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 | $62,454 | $135,952-54.1% | $123,892-49.6% | $273,961-77.2% |
| Participation rate | 53.8% | 84.1%-30.2pp | 81.4%-27.6pp | 83.0%-29.2pp |
| Annual return | 6.93% | 56.63%-49.7pp | 47.52%-40.6pp | 41.45%-34.5pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,919 | $6,343-6.7% | $5,984-1.1% | $5,287+11.9% |
| Admin fee / account holder | $467 | $9,817-95.2% | $8,357-94.4% | $10,132-95.4% |