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 | $60,140 | $56,110+7.2% | $94,993-36.7% | $70,131-14.2% |
| Participation rate | 65.7% | 65.0%+0.7pp | 73.9%-8.2pp | 69.5%-3.8pp |
| Annual return | 21.03% | 51.02%-30.0pp | 27.12%-6.1pp | 73.14%-52.1pp |
| Employer contribution / active EE | $1,233 | $1,442-14.5% | $2,603-52.6% | $2,342-47.4% |
| Participant deferral / active EE | $2,689 | $2,391+12.4% | $3,317-18.9% | $3,332-19.3% |
| Admin fee / account holder | $666 | $3,456-80.7% | $4,960-86.6% | $4,645-85.7% |