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 | $72,981 | $73,933-1.3% | $96,683-24.5% | $75,163-2.9% |
| Participation rate | 26.7% | 66.4%-39.8pp | 74.3%-47.7pp | 67.2%-40.5pp |
| Annual return | 20.15% | 26.70%-6.5pp | 35.69%-15.5pp | 160.62%-140.5pp |
| Employer contribution / active EE | $1,564 | $2,928-46.6% | $3,737-58.1% | $2,670-41.4% |
| Participant deferral / active EE | $3,776 | $3,659+3.2% | $4,878-22.6% | $4,125-8.5% |
| Admin fee / account holder | $5,094 | $5,216-2.4% | $6,730-24.3% | $5,651-9.9% |