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 | $73,787-65.5% | $98,716-74.2% | $82,448-69.1% |
| Participation rate | 60.7% | 61.4%-0.8pp | 69.3%-8.6pp | 68.1%-7.4pp |
| Annual return | 17.69% | 18.57%-0.9pp | 31.81%-14.1pp | 41.64%-24.0pp |
| Employer contribution / active EE | $2,554 | $1,511+69.0% | $2,279+12.1% | $2,551+0.1% |
| Participant deferral / active EE | $3,741 | $3,081+21.4% | $4,048-7.6% | $4,139-9.6% |
| Admin fee / account holder | $8,422 | $6,500+29.6% | $8,703-3.2% | $7,234+16.4% |