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 | $99,672 | $81,460+22.4% | $103,333-3.5% | $80,856+23.3% |
| Participation rate | 63.3% | 66.8%-3.5pp | 74.5%-11.2pp | 67.6%-4.3pp |
| Annual return | 16.61% | 25.55%-8.9pp | 24.88%-8.3pp | 35.59%-19.0pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,833 | $3,869+76.6% | $5,057+35.1% | $4,296+59.1% |
| Admin fee / account holder | $11,119 | $6,566+69.3% | $8,355+33.1% | $6,918+60.7% |