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 | $37,645 | $55,706-32.4% | $75,886-50.4% | $72,985-48.4% |
| Participation rate | 63.3% | 61.1%+2.1pp | 69.3%-6.0pp | 69.5%-6.2pp |
| Annual return | 25.78% | 27.59%-1.8pp | 30.76%-5.0pp | 81.00%-55.2pp |
| Employer contribution / active EE | $1,808 | $1,687+7.2% | $2,500-27.7% | $2,440-25.9% |
| Participant deferral / active EE | $3,569 | $2,634+35.5% | $3,603-0.9% | $3,607-1.1% |
| Admin fee / account holder | $1,357 | $3,978-65.9% | $5,418-75.0% | $5,124-73.5% |