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 | $84,454 | $80,968+4.3% | $96,544-12.5% | $75,163+12.4% |
| Participation rate | 52.3% | 71.8%-19.5pp | 76.0%-23.7pp | 67.2%-14.9pp |
| Annual return | 21.78% | 27.06%-5.3pp | 25.84%-4.1pp | 160.62%-138.8pp |
| Employer contribution / active EE | $1,840 | $2,282-19.4% | $2,965-37.9% | $2,670-31.1% |
| Participant deferral / active EE | $3,858 | $3,928-1.8% | $4,851-20.5% | $4,125-6.5% |
| Admin fee / account holder | $3,682 | $6,724-45.2% | $8,252-55.4% | $5,651-34.8% |