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 | $78,102 | $73,787+5.8% | $98,716-20.9% | $82,448-5.3% |
| Participation rate | 53.7% | 61.4%-7.7pp | 69.3%-15.6pp | 68.1%-14.4pp |
| Annual return | 17.86% | 18.57%-0.7pp | 31.81%-14.0pp | 41.64%-23.8pp |
| Employer contribution / active EE | $1,634 | $1,511+8.1% | $2,279-28.3% | $2,551-36.0% |
| Participant deferral / active EE | $3,761 | $3,081+22.1% | $4,048-7.1% | $4,139-9.1% |
| Admin fee / account holder | $2,090 | $6,500-67.8% | $8,703-76.0% | $7,234-71.1% |