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 | $88,976 | $89,753-0.9% | $107,525-17.3% | $84,808+4.9% |
| Participation rate | 51.2% | 68.1%-16.8pp | 75.1%-23.9pp | 68.3%-17.1pp |
| Annual return | 15.30% | 29.48%-14.2pp | 181.32%-166.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,027 | $3,113-34.9% | $3,754-46.0% | $2,631-22.9% |
| Participant deferral / active EE | $3,837 | $4,056-5.4% | $5,116-25.0% | $4,212-8.9% |
| Admin fee / account holder | $2,140 | $7,222-70.4% | $8,919-76.0% | $7,344-70.9% |