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 9-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 | $81,906 | $72,277+13.3% | $101,248-19.1% | $79,858+2.6% |
| Participation rate | 30.0% | 68.5%-38.5pp | 75.8%-45.8pp | 69.6%-39.6pp |
| Annual return | 14.57% | 22.30%-7.7pp | 46.47%-31.9pp | 31.71%-17.1pp |
| Employer contribution / active EE | $1,045 | $2,692-61.2% | $3,660-71.5% | $2,471-57.7% |
| Participant deferral / active EE | $1,504 | $3,282-54.2% | $4,370-65.6% | $3,740-59.8% |
| Admin fee / account holder | $2,083 | $4,400-52.7% | $5,945-65.0% | $5,306-60.8% |