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 | $71,218 | $72,492-1.8% | $87,100-18.2% | $72,985-2.4% |
| Participation rate | 68.8% | 72.8%-4.1pp | 76.9%-8.1pp | 69.5%-0.7pp |
| Annual return | 18.61% | 24.46%-5.8pp | 28.19%-9.6pp | 81.00%-62.4pp |
| Employer contribution / active EE | $1,263 | $1,894-33.3% | $2,521-49.9% | $2,440-48.2% |
| Participant deferral / active EE | $2,888 | $3,270-11.7% | $4,049-28.7% | $3,607-20.0% |
| Admin fee / account holder | $12,452 | $5,055+146.3% | $7,497+66.1% | $5,124+143.0% |