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 | $17,698 | $51,175-65.4% | $70,515-74.9% | $75,163-76.5% |
| Participation rate | 48.8% | 60.9%-12.1pp | 68.3%-19.5pp | 67.2%-18.4pp |
| Annual return | 21.30% | 30.02%-8.7pp | 32.77%-11.5pp | 160.62%-139.3pp |
| Employer contribution / active EE | $1,287 | $1,826-29.5% | $2,973-56.7% | $2,670-51.8% |
| Participant deferral / active EE | $2,042 | $2,849-28.3% | $4,567-55.3% | $4,125-50.5% |
| Admin fee / account holder | $1,234 | $4,091-69.8% | $6,412-80.7% | $5,651-78.2% |