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 | $41,012 | $89,753-54.3% | $107,525-61.9% | $84,808-51.6% |
| Participation rate | 56.3% | 68.1%-11.7pp | 75.1%-18.7pp | 68.3%-12.0pp |
| Annual return | 18.65% | 29.48%-10.8pp | 181.32%-162.7pp | 40.90%-22.3pp |
| Employer contribution / active EE | $1,619 | $3,113-48.0% | $3,754-56.9% | $2,631-38.5% |
| Participant deferral / active EE | $3,449 | $4,056-15.0% | $5,116-32.6% | $4,212-18.1% |
| Admin fee / account holder | $4,679 | $7,222-35.2% | $8,919-47.5% | $7,344-36.3% |