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 | $51,103 | $60,022-14.9% | $88,946-42.5% | $84,808-39.7% |
| Participation rate | 62.1% | 57.8%+4.3pp | 68.8%-6.7pp | 68.3%-6.2pp |
| Annual return | 34.66% | 22.43%+12.2pp | 57.82%-23.2pp | 40.90%-6.2pp |
| Employer contribution / active EE | $1,596 | $1,703-6.3% | $2,555-37.5% | $2,631-39.3% |
| Participant deferral / active EE | $3,277 | $3,114+5.2% | $4,581-28.5% | $4,212-22.2% |
| Admin fee / account holder | $3,148 | $4,811-34.6% | $8,261-61.9% | $7,344-57.1% |