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 | $21,795 | $81,460-73.2% | $103,333-78.9% | $80,856-73.0% |
| Participation rate | 56.7% | 66.8%-10.1pp | 74.5%-17.8pp | 67.6%-10.9pp |
| Annual return | 18.74% | 25.55%-6.8pp | 24.88%-6.1pp | 35.59%-16.9pp |
| Employer contribution / active EE | $2,881 | $3,105-7.2% | $3,868-25.5% | $2,755+4.6% |
| Participant deferral / active EE | $2,458 | $3,869-36.5% | $5,057-51.4% | $4,296-42.8% |
| Admin fee / account holder | $422 | $6,566-93.6% | $8,355-95.0% | $6,918-93.9% |