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 8-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 | $60,258 | $54,705+10.1% | $71,209-15.4% | $84,808-28.9% |
| Participation rate | 65.0% | 64.1%+0.9pp | 73.8%-8.8pp | 68.3%-3.3pp |
| Annual return | 15.98% | 35.90%-19.9pp | 282.51%-266.5pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,454 | $2,158-32.6% | $2,721-46.6% | $2,631-44.7% |
| Participant deferral / active EE | $3,579 | $3,030+18.1% | $4,175-14.3% | $4,212-15.0% |
| Admin fee / account holder | $3,654 | $4,863-24.9% | $5,349-31.7% | $7,344-50.2% |