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 | $74,047 | $57,590+28.6% | $86,233-14.1% | $82,448-10.2% |
| Participation rate | 55.4% | 57.9%-2.5pp | 69.0%-13.6pp | 68.1%-12.7pp |
| Annual return | 15.04% | 22.41%-7.4pp | 61.39%-46.3pp | 41.64%-26.6pp |
| Employer contribution / active EE | $867 | $1,655-47.6% | $2,504-65.4% | $2,551-66.0% |
| Participant deferral / active EE | $5,112 | $3,080+66.0% | $4,559+12.1% | $4,139+23.5% |
| Admin fee / account holder | $8,617 | $4,730+82.2% | $8,342+3.3% | $7,234+19.1% |