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 | $79,977 | $87,870-9.0% | $113,168-29.3% | $74,304+7.6% |
| Participation rate | 65.4% | 70.7%-5.3pp | 76.6%-11.1pp | 60.3%+5.1pp |
| Annual return | 21.92% | 26.44%-4.5pp | 24.27%-2.4pp | 29.43%-7.5pp |
| Employer contribution / active EE | $741 | $2,277-67.5% | $2,975-75.1% | $2,241-67.0% |
| Participant deferral / active EE | $4,270 | $4,241+0.7% | $5,107-16.4% | $3,767+13.3% |
| Admin fee / account holder | $10,959 | $3,368+225.4% | $12,068-9.2% | $2,969+269.1% |