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 | $69,944 | $58,512+19.5% | $84,015-16.7% | $72,985-4.2% |
| Participation rate | 43.3% | 61.2%-17.9pp | 69.0%-25.7pp | 69.5%-26.2pp |
| Annual return | 18.68% | 28.93%-10.3pp | 71.31%-52.6pp | 81.00%-62.3pp |
| Employer contribution / active EE | $265 | $1,163-77.2% | $1,983-86.6% | $2,440-89.1% |
| Participant deferral / active EE | $1,941 | $2,394-18.9% | $3,239-40.1% | $3,607-46.2% |
| Admin fee / account holder | $10,586 | $4,569+131.7% | $6,101+73.5% | $5,124+106.6% |