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 7-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 | $40,806 | $57,590-29.1% | $86,233-52.7% | $82,448-50.5% |
| Participation rate | 56.6% | 57.9%-1.3pp | 69.0%-12.4pp | 68.1%-11.5pp |
| Annual return | 17.37% | 22.41%-5.0pp | 61.39%-44.0pp | 41.64%-24.3pp |
| Employer contribution / active EE | $2,385 | $1,655+44.1% | $2,504-4.8% | $2,551-6.5% |
| Participant deferral / active EE | $3,919 | $3,080+27.3% | $4,559-14.0% | $4,139-5.3% |
| Admin fee / account holder | $4,855 | $4,730+2.6% | $8,342-41.8% | $7,234-32.9% |