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 | $52,264 | $57,057-8.4% | $85,009-38.5% | $80,874-35.4% |
| Participation rate | 69.4% | 56.4%+13.1pp | 67.5%+1.9pp | 67.6%+1.8pp |
| Annual return | 18.62% | 21.66%-3.0pp | 66.47%-47.8pp | 35.62%-17.0pp |
| Employer contribution / active EE | $3,408 | $1,799+89.5% | $2,728+24.9% | $2,756+23.7% |
| Participant deferral / active EE | $6,009 | $3,112+93.1% | $4,522+32.9% | $4,297+39.8% |
| Admin fee / account holder | $1,418 | $4,986-71.6% | $6,153-77.0% | $6,935-79.6% |