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 | $59,204 | $60,892-2.8% | $82,389-28.1% | $84,808-30.2% |
| Participation rate | 61.4% | 63.3%-1.9pp | 69.5%-8.1pp | 68.3%-6.9pp |
| Annual return | 15.50% | 37.29%-21.8pp | 28.67%-13.2pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,763 | $1,779-0.9% | $2,517-30.0% | $2,631-33.0% |
| Participant deferral / active EE | $3,824 | $3,179+20.3% | $4,155-8.0% | $4,212-9.2% |
| Admin fee / account holder | $3,285 | $5,467-39.9% | $7,231-54.6% | $7,344-55.3% |