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 | $49,467 | $72,277-31.6% | $101,248-51.1% | $79,858-38.1% |
| Participation rate | 37.8% | 68.5%-30.7pp | 75.8%-38.0pp | 69.6%-31.9pp |
| Annual return | 21.48% | 22.30%-0.8pp | 46.47%-25.0pp | 31.71%-10.2pp |
| Employer contribution / active EE | $1,425 | $2,692-47.0% | $3,660-61.0% | $2,471-42.3% |
| Participant deferral / active EE | $2,700 | $3,282-17.7% | $4,370-38.2% | $3,740-27.8% |
| Admin fee / account holder | $618 | $4,400-85.9% | $5,945-89.6% | $5,306-88.3% |