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 8-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 | $65,140 | $49,227+32.3% | $70,449-7.5% | $79,858-18.4% |
| Participation rate | 4.1% | 69.2%-65.1pp | 75.1%-71.0pp | 69.6%-65.6pp |
| Annual return | 20.58% | 30.06%-9.5pp | 109.03%-88.4pp | 31.71%-11.1pp |
| Employer contribution / active EE | $1,564 | $2,099-25.5% | $2,737-42.9% | $2,471-36.7% |
| Participant deferral / active EE | $2,517 | $2,768-9.1% | $3,709-32.1% | $3,740-32.7% |
| Admin fee / account holder | $1,936 | $2,878-32.7% | $3,845-49.7% | $5,306-63.5% |