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 6-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 | $70,749 | $81,460-13.1% | $103,333-31.5% | $80,856-12.5% |
| Participation rate | 62.5% | 66.8%-4.3pp | 74.5%-12.0pp | 67.6%-5.1pp |
| Annual return | 10.62% | 25.55%-14.9pp | 24.88%-14.3pp | 35.59%-25.0pp |
| Employer contribution / active EE | $1,982 | $3,105-36.2% | $3,868-48.8% | $2,755-28.1% |
| Participant deferral / active EE | $4,631 | $3,869+19.7% | $5,057-8.4% | $4,296+7.8% |
| Admin fee / account holder | $5,101 | $6,566-22.3% | $8,355-38.9% | $6,918-26.3% |