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 | $45,085 | $80,968-44.3% | $96,544-53.3% | $75,163-40.0% |
| Participation rate | 66.1% | 71.8%-5.7pp | 76.0%-9.9pp | 67.2%-1.1pp |
| Annual return | 13.92% | 27.06%-13.1pp | 25.84%-11.9pp | 160.62%-146.7pp |
| Employer contribution / active EE | $2,216 | $2,282-2.9% | $2,965-25.2% | $2,670-17.0% |
| Participant deferral / active EE | $3,448 | $3,928-12.2% | $4,851-28.9% | $4,125-16.4% |
| Admin fee / account holder | $13,841 | $6,724+105.8% | $8,252+67.7% | $5,651+144.9% |