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 8-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 | $47,346 | $79,944-40.8% | $98,439-51.9% | $75,163-37.0% |
| Participation rate | 68.0% | 70.4%-2.4pp | 75.2%-7.2pp | 67.2%+0.8pp |
| Annual return | 18.57% | 19.75%-1.2pp | 21.16%-2.6pp | 160.62%-142.0pp |
| Employer contribution / active EE | $2,141 | $2,264-5.4% | $3,048-29.8% | $2,670-19.8% |
| Participant deferral / active EE | $4,823 | $3,752+28.6% | $4,738+1.8% | $4,125+16.9% |
| Admin fee / account holder | $3,590 | $6,840-47.5% | $8,948-59.9% | $5,651-36.5% |