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 | $71,107 | $55,371+28.4% | $95,585-25.6% | $74,304-4.3% |
| Participation rate | 30.4% | 53.8%-23.4pp | 72.1%-41.7pp | 60.3%-30.0pp |
| Annual return | 20.28% | 24.26%-4.0pp | 38.56%-18.3pp | 29.43%-9.1pp |
| Employer contribution / active EE | $1,294 | $1,437-9.9% | $2,527-48.8% | $2,241-42.2% |
| Participant deferral / active EE | $2,311 | $2,955-21.8% | $4,023-42.6% | $3,767-38.7% |
| Admin fee / account holder | $1,976 | $2,620-24.6% | $6,127-67.8% | $2,969-33.4% |