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 8-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 | $27,787 | $45,073-38.4% | $69,455-60.0% | $72,985-61.9% |
| Participation rate | 68.4% | 68.5%-0.1pp | 74.6%-6.2pp | 69.5%-1.1pp |
| Annual return | 21.52% | 22.65%-1.1pp | 28.97%-7.4pp | 81.00%-59.5pp |
| Employer contribution / active EE | $1,994 | $2,054-2.9% | $2,779-28.3% | $2,440-18.3% |
| Participant deferral / active EE | $5,703 | $2,602+119.2% | $3,535+61.3% | $3,607+58.1% |
| Admin fee / account holder | $9,150 | $3,056+199.4% | $3,839+138.3% | $5,124+78.6% |