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 | $64,464 | $73,933-12.8% | $96,683-33.3% | $75,163-14.2% |
| Participation rate | 38.2% | 66.4%-28.2pp | 74.3%-36.2pp | 67.2%-29.0pp |
| Annual return | 15.08% | 26.70%-11.6pp | 35.69%-20.6pp | 160.62%-145.5pp |
| Employer contribution / active EE | $1,901 | $2,928-35.1% | $3,737-49.1% | $2,670-28.8% |
| Participant deferral / active EE | $3,641 | $3,659-0.5% | $4,878-25.4% | $4,125-11.7% |
| Admin fee / account holder | $5,204 | $5,216-0.2% | $6,730-22.7% | $5,651-7.9% |