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 | $65,402 | $95,266-31.3% | $82,389-20.6% | $142,382-54.1% |
| Participation rate | 54.5% | 74.5%-19.9pp | 69.5%-15.0pp | 80.1%-25.6pp |
| Annual return | 18.59% | 25.74%-7.2pp | 28.67%-10.1pp | 217.08%-198.5pp |
| Employer contribution / active EE | $3,021 | $2,991+1.0% | $2,517+20.0% | $4,299-29.7% |
| Participant deferral / active EE | $7,454 | $4,809+55.0% | $4,155+79.4% | $6,507+14.5% |
| Admin fee / account holder | $6,881 | $8,563-19.7% | $7,231-4.8% | $12,624-45.5% |