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 | $37,727 | $48,750-22.6% | $88,946-57.6% | $74,304-49.2% |
| Participation rate | 46.4% | 44.5%+1.9pp | 68.8%-22.4pp | 60.3%-13.9pp |
| Annual return | 14.39% | 25.91%-11.5pp | 57.82%-43.4pp | 29.43%-15.0pp |
| Employer contribution / active EE | $1,246 | $1,255-0.7% | $2,555-51.2% | $2,241-44.4% |
| Participant deferral / active EE | $2,875 | $2,423+18.7% | $4,581-37.2% | $3,767-23.7% |
| Admin fee / account holder | $3,712 | $3,756-1.2% | $8,261-55.1% | $2,969+25.0% |