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 | $50,838 | $56,060-9.3% | $76,002-33.1% | $80,874-37.1% |
| Participation rate | 43.9% | 62.0%-18.1pp | 69.1%-25.1pp | 67.6%-23.7pp |
| Annual return | 11.39% | 20.54%-9.2pp | 360.07%-348.7pp | 35.62%-24.2pp |
| Employer contribution / active EE | $1,518 | $1,873-19.0% | $2,688-43.6% | $2,756-44.9% |
| Participant deferral / active EE | $2,734 | $3,051-10.4% | $4,257-35.8% | $4,297-36.4% |
| Admin fee / account holder | $3,254 | $5,237-37.9% | $6,414-49.3% | $6,935-53.1% |