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 7-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 | $78,389 | $58,627+33.7% | $76,735+2.2% | $82,448-4.9% |
| Participation rate | 55.6% | 63.2%-7.7pp | 69.5%-13.9pp | 68.1%-12.5pp |
| Annual return | 17.66% | 39.10%-21.4pp | 29.77%-12.1pp | 41.64%-24.0pp |
| Employer contribution / active EE | $1,702 | $1,729-1.6% | $2,454-30.6% | $2,551-33.3% |
| Participant deferral / active EE | $4,323 | $3,134+38.0% | $4,088+5.8% | $4,139+4.4% |
| Admin fee / account holder | $8,464 | $5,323+59.0% | $7,189+17.7% | $7,234+17.0% |