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 | $55,378 | $87,733-36.9% | $106,548-48.0% | $85,850-35.5% |
| Participation rate | 66.0% | 71.9%-5.9pp | 76.1%-10.1pp | 69.3%-3.3pp |
| Annual return | 11.68% | 21.86%-10.2pp | 26.80%-15.1pp | 318.53%-306.9pp |
| Employer contribution / active EE | $1,037 | $2,073-50.0% | $2,819-63.2% | $2,565-59.6% |
| Participant deferral / active EE | $3,951 | $3,469+13.9% | $4,398-10.2% | $3,9520% |
| Admin fee / account holder | $5,523 | $6,767-18.4% | $7,407-25.4% | $6,260-11.8% |