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 | $59,362 | $65,395-9.2% | $182,532-67.5% | $72,985-18.7% |
| Participation rate | 60.0% | 65.4%-5.4pp | 78.0%-18.0pp | 69.5%-9.5pp |
| Annual return | 21.01% | 27.68%-6.7pp | 148.54%-127.5pp | 81.00%-60.0pp |
| Employer contribution / active EE | $1,822 | $1,911-4.7% | $4,076-55.3% | $2,440-25.3% |
| Participant deferral / active EE | $3,625 | $3,563+1.8% | $5,524-34.4% | $3,607+0.5% |
| Admin fee / account holder | $7,349 | $4,245+73.1% | $8,592-14.5% | $5,124+43.4% |