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 | $55,938 | $80,717-30.7% | $154,803-63.9% | $84,808-34.0% |
| Participation rate | 34.4% | 66.8%-32.4pp | 78.1%-43.7pp | 68.3%-33.9pp |
| Annual return | 16.40% | 37.96%-21.6pp | 58.88%-42.5pp | 40.90%-24.5pp |
| Employer contribution / active EE | $1,610 | $2,761-41.7% | $4,305-62.6% | $2,631-38.8% |
| Participant deferral / active EE | $2,906 | $3,303-12.0% | $5,540-47.6% | $4,212-31.0% |
| Admin fee / account holder | $1,778 | $6,746-73.6% | $14,329-87.6% | $7,344-75.8% |