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 | $34,739 | $108,825-68.1% | $156,181-77.8% | $82,448-57.9% |
| Participation rate | 56.0% | 72.4%-16.4pp | 78.8%-22.8pp | 68.1%-12.1pp |
| Annual return | 18.62% | 20.59%-2.0pp | 64.87%-46.3pp | 41.64%-23.0pp |
| Employer contribution / active EE | $1,371 | $2,870-52.2% | $4,294-68.1% | $2,551-46.2% |
| Participant deferral / active EE | $3,185 | $4,577-30.4% | $6,132-48.1% | $4,139-23.0% |
| Admin fee / account holder | $2,123 | $9,341-77.3% | $14,586-85.4% | $7,234-70.7% |