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 | $83,620 | $73,933+13.1% | $96,683-13.5% | $75,163+11.3% |
| Participation rate | 61.7% | 66.4%-4.7pp | 74.3%-12.6pp | 67.2%-5.5pp |
| Annual return | 15.57% | 26.70%-11.1pp | 35.69%-20.1pp | 160.62%-145.1pp |
| Employer contribution / active EE | $1,483 | $2,928-49.3% | $3,737-60.3% | $2,670-44.4% |
| Participant deferral / active EE | $3,461 | $3,659-5.4% | $4,878-29.0% | $4,125-16.1% |
| Admin fee / account holder | $1,334 | $5,216-74.4% | $6,730-80.2% | $5,651-76.4% |