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 | $58,627-4.4% | $76,735-26.9% | $82,448-32.0% |
| Participation rate | 60.0% | 63.2%-3.2pp | 69.5%-9.5pp | 68.1%-8.1pp |
| Annual return | 16.36% | 39.10%-22.7pp | 29.77%-13.4pp | 41.64%-25.3pp |
| Employer contribution / active EE | $2,342 | $1,729+35.5% | $2,454-4.6% | $2,551-8.2% |
| Participant deferral / active EE | $4,554 | $3,134+45.3% | $4,088+11.4% | $4,139+10.0% |
| Admin fee / account holder | $5,879 | $5,323+10.5% | $7,189-18.2% | $7,234-18.7% |