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 | $54,817 | $79,944-31.4% | $98,439-44.3% | $75,163-27.1% |
| Participation rate | 64.1% | 70.4%-6.3pp | 75.2%-11.1pp | 67.2%-3.1pp |
| Annual return | 20.22% | 19.75%+0.5pp | 21.16%-0.9pp | 160.62%-140.4pp |
| Employer contribution / active EE | $2,276 | $2,264+0.6% | $3,048-25.3% | $2,670-14.7% |
| Participant deferral / active EE | $4,414 | $3,752+17.6% | $4,738-6.8% | $4,125+7.0% |
| Admin fee / account holder | $4,509 | $6,840-34.1% | $8,948-49.6% | $5,651-20.2% |