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 | $82,597 | $72,492+13.9% | $87,100-5.2% | $72,985+13.2% |
| Participation rate | 53.5% | 72.8%-19.3pp | 76.9%-23.4pp | 69.5%-16.0pp |
| Annual return | 22.47% | 24.46%-2.0pp | 28.19%-5.7pp | 81.00%-58.5pp |
| Employer contribution / active EE | $1,066 | $1,894-43.7% | $2,521-57.7% | $2,440-56.3% |
| Participant deferral / active EE | $1,708 | $3,270-47.8% | $4,049-57.8% | $3,607-52.7% |
| Admin fee / account holder | $5,528 | $5,055+9.4% | $7,497-26.3% | $5,124+7.9% |