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 | $45,215 | $46,553-2.9% | $64,056-29.4% | $75,163-39.8% |
| Participation rate | 67.8% | 65.9%+1.9pp | 72.3%-4.5pp | 67.2%+0.6pp |
| Annual return | 14.64% | 26.03%-11.4pp | 33.69%-19.0pp | 160.62%-146.0pp |
| Employer contribution / active EE | $1,875 | $1,974-5.0% | $2,747-31.7% | $2,670-29.8% |
| Participant deferral / active EE | $2,833 | $2,837-0.1% | $3,880-27.0% | $4,125-31.3% |
| Admin fee / account holder | $1,039 | $2,952-64.8% | $3,068-66.1% | $5,651-81.6% |