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 | $80,252 | $81,446-1.5% | $103,374-22.4% | $80,874-0.8% |
| Participation rate | 62.1% | 66.9%-4.8pp | 74.5%-12.4pp | 67.6%-5.6pp |
| Annual return | 16.30% | 25.57%-9.3pp | 24.89%-8.6pp | 35.62%-19.3pp |
| Employer contribution / active EE | $2,560 | $3,107-17.6% | $3,869-33.8% | $2,756-7.1% |
| Participant deferral / active EE | $4,471 | $3,870+15.5% | $5,058-11.6% | $4,297+4.0% |
| Admin fee / account holder | $757 | $6,715-88.7% | $8,394-91.0% | $6,935-89.1% |