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 | $62,080 | $89,753-30.8% | $107,525-42.3% | $84,808-26.8% |
| Participation rate | 68.6% | 68.1%+0.5pp | 75.1%-6.5pp | 68.3%+0.3pp |
| Annual return | 16.53% | 29.48%-13.0pp | 181.32%-164.8pp | 40.90%-24.4pp |
| Employer contribution / active EE | $2,342 | $3,113-24.8% | $3,754-37.6% | $2,631-11.0% |
| Participant deferral / active EE | $6,539 | $4,056+61.2% | $5,116+27.8% | $4,212+55.3% |
| Admin fee / account holder | $3,200 | $7,222-55.7% | $8,919-64.1% | $7,344-56.4% |