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 | $56,072 | $60,892-7.9% | $82,389-31.9% | $84,808-33.9% |
| Participation rate | 60.0% | 63.3%-3.3pp | 69.5%-9.5pp | 68.3%-8.3pp |
| Annual return | 16.36% | 37.29%-20.9pp | 28.67%-12.3pp | 40.90%-24.5pp |
| Employer contribution / active EE | $2,342 | $1,779+31.6% | $2,517-6.9% | $2,631-11.0% |
| Participant deferral / active EE | $4,554 | $3,179+43.3% | $4,155+9.6% | $4,212+8.1% |
| Admin fee / account holder | $5,879 | $5,467+7.5% | $7,231-18.7% | $7,344-19.9% |