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 | $33,755 | $77,314-56.3% | $177,989-81.0% | $80,856-58.3% |
| Participation rate | 47.4% | 65.7%-18.3pp | 77.1%-29.6pp | 67.6%-20.2pp |
| Annual return | 15.33% | 18.09%-2.8pp | 294.48%-279.2pp | 35.59%-20.3pp |
| Employer contribution / active EE | $1,465 | $2,292-36.1% | $3,949-62.9% | $2,755-46.8% |
| Participant deferral / active EE | $2,708 | $4,411-38.6% | $6,276-56.9% | $4,296-37.0% |
| Admin fee / account holder | $5,419 | $7,191-24.6% | $10,363-47.7% | $6,918-21.7% |