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 | $56,448 | $61,605-8.4% | $112,229-49.7% | $75,163-24.9% |
| Participation rate | 62.2% | 61.7%+0.5pp | 72.4%-10.2pp | 67.2%-5.0pp |
| Annual return | 16.19% | 28.47%-12.3pp | 30.20%-14.0pp | 160.62%-144.4pp |
| Employer contribution / active EE | $1,851 | $2,015-8.1% | $3,430-46.0% | $2,670-30.7% |
| Participant deferral / active EE | $3,639 | $3,108+17.1% | $4,798-24.2% | $4,125-11.8% |
| Admin fee / account holder | $2,630 | $4,862-45.9% | $7,748-66.1% | $5,651-53.5% |