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 6-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 | $69,733 | $95,803-27.2% | $113,168-38.4% | $84,808-17.8% |
| Participation rate | 68.8% | 72.9%-4.1pp | 76.6%-7.8pp | 68.3%+0.4pp |
| Annual return | 16.67% | 25.00%-8.3pp | 24.27%-7.6pp | 40.90%-24.2pp |
| Employer contribution / active EE | $2,089 | $2,360-11.5% | $2,975-29.8% | $2,631-20.6% |
| Participant deferral / active EE | $7,681 | $4,242+81.1% | $5,107+50.4% | $4,212+82.4% |
| Admin fee / account holder | $8,907 | $8,989-0.9% | $12,068-26.2% | $7,344+21.3% |