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 | $43,957 | $43,327+1.5% | $59,878-26.6% | $64,186-31.5% |
| Participation rate | 57.1% | 69.2%-12.0pp | 74.7%-17.6pp | 69.6%-12.4pp |
| Annual return | 11.29% | -1.55%+12.8pp | 3.46%+7.8pp | 7.63%+3.7pp |
| Employer contribution / active EE | $989 | $2,028-51.2% | $2,722-63.7% | $2,381-58.5% |
| Participant deferral / active EE | $2,107 | $2,546-17.3% | $3,402-38.1% | $3,470-39.3% |
| Admin fee / account holder | $4,452 | $3,005+48.2% | $3,590+24.0% | $4,888-8.9% |