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 6-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 | $80,130 | $74,927+6.9% | $101,794-21.3% | $84,808-5.5% |
| Participation rate | 54.0% | 61.4%-7.4pp | 69.2%-15.2pp | 68.3%-14.3pp |
| Annual return | 22.49% | 18.70%+3.8pp | 30.53%-8.0pp | 40.90%-18.4pp |
| Employer contribution / active EE | $1,401 | $1,522-7.9% | $2,289-38.8% | $2,631-46.8% |
| Participant deferral / active EE | $3,942 | $3,099+27.2% | $4,084-3.5% | $4,212-6.4% |
| Admin fee / account holder | $16,674 | $6,514+156.0% | $8,777+90.0% | $7,344+127.1% |