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 | $55,168 | $86,929-36.5% | $102,423-46.1% | $80,856-31.8% |
| Participation rate | 65.4% | 72.4%-7.0pp | 76.5%-11.1pp | 67.6%-2.3pp |
| Annual return | 10.90% | 18.88%-8.0pp | 29.32%-18.4pp | 35.59%-24.7pp |
| Employer contribution / active EE | $2,111 | $2,369-10.9% | $3,023-30.2% | $2,755-23.4% |
| Participant deferral / active EE | $4,307 | $4,118+4.6% | $5,053-14.8% | $4,296+0.3% |
| Admin fee / account holder | $5,059 | $8,049-37.2% | $9,451-46.5% | $6,918-26.9% |