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 | $48,693 | $52,279-6.9% | $89,391-45.5% | $79,858-39.0% |
| Participation rate | 60.0% | 57.5%+2.5pp | 68.0%-8.0pp | 69.6%-9.6pp |
| Annual return | 18.66% | 22.16%-3.5pp | 245.62%-227.0pp | 31.71%-13.1pp |
| Employer contribution / active EE | $914 | $1,572-41.8% | $2,586-64.6% | $2,471-63.0% |
| Participant deferral / active EE | $3,223 | $2,740+17.6% | $3,890-17.1% | $3,740-13.8% |
| Admin fee / account holder | $1,200 | $3,356-64.2% | $4,881-75.4% | $5,306-77.4% |