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 7-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 | $91,232 | $80,673+13.1% | $101,326-10.0% | $84,808+7.6% |
| Participation rate | 63.6% | 77.8%-14.1pp | 81.5%-17.9pp | 68.3%-4.7pp |
| Annual return | 24.01% | 38.95%-14.9pp | 36.82%-12.8pp | 40.90%-16.9pp |
| Employer contribution / active EE | $2,688 | $2,698-0.3% | $3,665-26.7% | $2,631+2.2% |
| Participant deferral / active EE | $5,611 | $6,840-18.0% | $7,994-29.8% | $4,212+33.2% |
| Admin fee / account holder | $2,756 | $12,784-78.4% | $11,185-75.4% | $7,344-62.5% |