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 5-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 | $51,508 | $89,753-42.6% | $107,525-52.1% | $84,808-39.3% |
| Participation rate | 32.4% | 68.1%-35.7pp | 75.1%-42.7pp | 68.3%-36.0pp |
| Annual return | 15.61% | 29.48%-13.9pp | 181.32%-165.7pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,516 | $3,113-51.3% | $3,754-59.6% | $2,631-42.4% |
| Participant deferral / active EE | $2,694 | $4,056-33.6% | $5,116-47.3% | $4,212-36.0% |
| Admin fee / account holder | $1,748 | $7,222-75.8% | $8,919-80.4% | $7,344-76.2% |