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 | $50,333 | $54,726-8.0% | $68,793-26.8% | $64,186-21.6% |
| Participation rate | 64.5% | 68.0%-3.5pp | 72.2%-7.7pp | 69.6%-5.1pp |
| Annual return | 9.59% | -1.62%+11.2pp | -4.63%+14.2pp | 7.63%+2.0pp |
| Employer contribution / active EE | $504 | $1,846-72.7% | $2,625-80.8% | $2,381-78.8% |
| Participant deferral / active EE | $1,343 | $2,626-48.9% | $3,311-59.4% | $3,470-61.3% |
| Admin fee / account holder | $2,274 | $4,027-43.5% | $5,131-55.7% | $4,888-53.5% |