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 | $51,071 | $59,097-13.6% | $82,389-38.0% | $74,304-31.3% |
| Participation rate | 41.0% | 52.8%-11.8pp | 69.5%-28.5pp | 60.3%-19.3pp |
| Annual return | 19.34% | 22.85%-3.5pp | 28.67%-9.3pp | 29.43%-10.1pp |
| Employer contribution / active EE | $1,549 | $1,601-3.2% | $2,517-38.5% | $2,241-30.9% |
| Participant deferral / active EE | $2,808 | $2,775+1.2% | $4,155-32.4% | $3,767-25.5% |
| Admin fee / account holder | $2,155 | $4,489-52.0% | $7,231-70.2% | $2,969-27.4% |