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 | $46,053 | $60,349-23.7% | $74,183-37.9% | $62,891-26.8% |
| Participation rate | 48.8% | 72.7%-23.9pp | 76.6%-27.8pp | 69.3%-20.5pp |
| Annual return | 7.89% | 21.37%-13.5pp | 17.74%-9.8pp | 20.14%-12.3pp |
| Employer contribution / active EE | $967 | $1,680-42.5% | $2,370-59.2% | $2,281-57.6% |
| Participant deferral / active EE | $1,355 | $2,856-52.6% | $3,550-61.8% | $3,203-57.7% |
| Admin fee / account holder | $983 | $4,261-76.9% | $5,586-82.4% | $4,296-77.1% |