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 | $48,091 | $95,803-49.8% | $113,168-57.5% | $84,808-43.3% |
| Participation rate | 67.9% | 72.9%-4.9pp | 76.6%-8.6pp | 68.3%-0.4pp |
| Annual return | 13.72% | 25.00%-11.3pp | 24.27%-10.5pp | 40.90%-27.2pp |
| Employer contribution / active EE | $2,375 | $2,360+0.6% | $2,975-20.2% | $2,631-9.7% |
| Participant deferral / active EE | $3,529 | $4,242-16.8% | $5,107-30.9% | $4,212-16.2% |
| Admin fee / account holder | $25,197 | $8,989+180.3% | $12,068+108.8% | $7,344+243.1% |