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 | $61,209 | $65,041-5.9% | $90,951-32.7% | $79,858-23.4% |
| Participation rate | 61.5% | 61.6%-0.1pp | 69.0%-7.5pp | 69.6%-8.1pp |
| Annual return | 17.42% | 30.45%-13.0pp | 134.60%-117.2pp | 31.71%-14.3pp |
| Employer contribution / active EE | $739 | $1,247-40.8% | $2,122-65.2% | $2,471-70.1% |
| Participant deferral / active EE | $2,275 | $2,512-9.4% | $3,373-32.5% | $3,740-39.2% |
| Admin fee / account holder | $3,915 | $4,536-13.7% | $5,959-34.3% | $5,306-26.2% |