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 | $59,208 | $72,492-18.3% | $87,100-32.0% | $72,985-18.9% |
| Participation rate | 59.5% | 72.8%-13.3pp | 76.9%-17.4pp | 69.5%-10.0pp |
| Annual return | 25.80% | 24.46%+1.3pp | 28.19%-2.4pp | 81.00%-55.2pp |
| Employer contribution / active EE | $843 | $1,894-55.5% | $2,521-66.6% | $2,440-65.4% |
| Participant deferral / active EE | $3,573 | $3,270+9.3% | $4,049-11.7% | $3,607-1.0% |
| Admin fee / account holder | $4,006 | $5,055-20.8% | $7,497-46.6% | $5,124-21.8% |