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 | $51,394 | $93,571-45.1% | $135,903-62.2% | $75,163-31.6% |
| Participation rate | 63.1% | 75.2%-12.1pp | 81.9%-18.8pp | 67.2%-4.1pp |
| Annual return | 25.79% | 30.90%-5.1pp | 68.23%-42.4pp | 160.62%-134.8pp |
| Employer contribution / active EE | $2,189 | $3,537-38.1% | $4,856-54.9% | $2,670-18.0% |
| Participant deferral / active EE | $3,788 | $6,404-40.8% | $7,758-51.2% | $4,125-8.2% |
| Admin fee / account holder | $2,064 | $6,975-70.4% | $10,762-80.8% | $5,651-63.5% |