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 8-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 | $59,528 | $73,933-19.5% | $96,683-38.4% | $75,163-20.8% |
| Participation rate | 58.1% | 66.4%-8.3pp | 74.3%-16.2pp | 67.2%-9.1pp |
| Annual return | 18.20% | 26.70%-8.5pp | 35.69%-17.5pp | 160.62%-142.4pp |
| Employer contribution / active EE | $2,570 | $2,928-12.2% | $3,737-31.2% | $2,670-3.7% |
| Participant deferral / active EE | $5,666 | $3,659+54.9% | $4,878+16.2% | $4,125+37.4% |
| Admin fee / account holder | $6,451 | $5,216+23.7% | $6,730-4.1% | $5,651+14.2% |