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 | $79,817 | $109,881-27.4% | $150,045-46.8% | $84,808-5.9% |
| Participation rate | 69.0% | 76.1%-7.1pp | 82.3%-13.3pp | 68.3%+0.7pp |
| Annual return | 25.15% | 28.25%-3.1pp | 62.55%-37.4pp | 40.90%-15.7pp |
| Employer contribution / active EE | $3,085 | $3,561-13.4% | $4,693-34.3% | $2,631+17.2% |
| Participant deferral / active EE | $8,431 | $6,636+27.1% | $7,997+5.4% | $4,212+100.2% |
| Admin fee / account holder | $8,940 | $8,568+4.3% | $13,435-33.5% | $7,344+21.7% |