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 | $58,161 | $57,590+1.0% | $86,233-32.6% | $82,448-29.5% |
| Participation rate | 55.9% | 57.9%-2.0pp | 69.0%-13.1pp | 68.1%-12.2pp |
| Annual return | 17.55% | 22.41%-4.9pp | 61.39%-43.8pp | 41.64%-24.1pp |
| Employer contribution / active EE | $1,656 | $1,655+0.1% | $2,504-33.9% | $2,551-35.1% |
| Participant deferral / active EE | $4,100 | $3,080+33.1% | $4,559-10.1% | $4,139-0.9% |
| Admin fee / account holder | $8,752 | $4,730+85.0% | $8,342+4.9% | $7,234+21.0% |