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 | $46,463 | $73,933-37.2% | $96,683-51.9% | $75,163-38.2% |
| Participation rate | 66.0% | 66.4%-0.4pp | 74.3%-8.3pp | 67.2%-1.2pp |
| Annual return | 16.10% | 26.70%-10.6pp | 35.69%-19.6pp | 160.62%-144.5pp |
| Employer contribution / active EE | $842 | $2,928-71.2% | $3,737-77.5% | $2,670-68.5% |
| Participant deferral / active EE | $2,419 | $3,659-33.9% | $4,878-50.4% | $4,125-41.4% |
| Admin fee / account holder | $6,405 | $5,216+22.8% | $6,730-4.8% | $5,651+13.3% |