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 7-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 | $65,986 | $81,460-19.0% | $103,333-36.1% | $80,856-18.4% |
| Participation rate | 65.1% | 66.8%-1.7pp | 74.5%-9.4pp | 67.6%-2.5pp |
| Annual return | 12.62% | 25.55%-12.9pp | 24.88%-12.3pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,603 | $3,105-48.4% | $3,868-58.6% | $2,755-41.8% |
| Participant deferral / active EE | $3,824 | $3,869-1.1% | $5,057-24.4% | $4,296-11.0% |
| Admin fee / account holder | $3,531 | $6,566-46.2% | $8,355-57.7% | $6,918-49.0% |