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 | $25,447 | $74,927-66.0% | $101,794-75.0% | $84,808-70.0% |
| Participation rate | 60.7% | 61.4%-0.7pp | 69.2%-8.5pp | 68.3%-7.7pp |
| Annual return | 17.69% | 18.70%-1.0pp | 30.53%-12.8pp | 40.90%-23.2pp |
| Employer contribution / active EE | $2,554 | $1,522+67.8% | $2,289+11.6% | $2,631-2.9% |
| Participant deferral / active EE | $3,741 | $3,099+20.7% | $4,084-8.4% | $4,212-11.2% |
| Admin fee / account holder | $8,422 | $6,514+29.3% | $8,777-4.0% | $7,344+14.7% |