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 | $60,416 | $72,492-16.7% | $87,100-30.6% | $72,985-17.2% |
| Participation rate | 65.8% | 72.8%-7.0pp | 76.9%-11.1pp | 69.5%-3.7pp |
| Annual return | 22.49% | 24.46%-2.0pp | 28.19%-5.7pp | 81.00%-58.5pp |
| Employer contribution / active EE | $870 | $1,894-54.0% | $2,521-65.5% | $2,440-64.3% |
| Participant deferral / active EE | $3,396 | $3,270+3.9% | $4,049-16.1% | $3,607-5.9% |
| Admin fee / account holder | $6,745 | $5,055+33.4% | $7,497-10.0% | $5,124+31.6% |