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 | $84,112 | $80,968+3.9% | $96,544-12.9% | $75,163+11.9% |
| Participation rate | 47.8% | 71.8%-24.0pp | 76.0%-28.2pp | 67.2%-19.4pp |
| Annual return | 19.43% | 27.06%-7.6pp | 25.84%-6.4pp | 160.62%-141.2pp |
| Employer contribution / active EE | $660 | $2,282-71.1% | $2,965-77.7% | $2,670-75.3% |
| Participant deferral / active EE | $2,170 | $3,928-44.8% | $4,851-55.3% | $4,125-47.4% |
| Admin fee / account holder | $3,598 | $6,724-46.5% | $8,252-56.4% | $5,651-36.3% |