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 | $65,759 | $54,726+20.2% | $68,793-4.4% | $64,186+2.5% |
| Participation rate | 44.9% | 68.0%-23.2pp | 72.2%-27.4pp | 69.6%-24.7pp |
| Annual return | 15.72% | -1.62%+17.3pp | -4.63%+20.3pp | 7.63%+8.1pp |
| Employer contribution / active EE | $754 | $1,846-59.2% | $2,625-71.3% | $2,381-68.4% |
| Participant deferral / active EE | $1,309 | $2,626-50.1% | $3,311-60.5% | $3,470-62.3% |
| Admin fee / account holder | $4,345 | $4,027+7.9% | $5,131-15.3% | $4,888-11.1% |