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 | $82,473 | $86,929-5.1% | $102,423-19.5% | $80,856+2.0% |
| Participation rate | 56.7% | 72.4%-15.7pp | 76.5%-19.8pp | 67.6%-11.0pp |
| Annual return | 11.61% | 18.88%-7.3pp | 29.32%-17.7pp | 35.59%-24.0pp |
| Employer contribution / active EE | $959 | $2,369-59.5% | $3,023-68.3% | $2,755-65.2% |
| Participant deferral / active EE | $2,390 | $4,118-42.0% | $5,053-52.7% | $4,296-44.4% |
| Admin fee / account holder | $1,861 | $8,049-76.9% | $9,451-80.3% | $6,918-73.1% |