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 | $66,301 | $67,894-2.3% | $89,340-25.8% | $82,448-19.6% |
| Participation rate | 52.0% | 64.0%-12.0pp | 69.6%-17.6pp | 68.1%-16.1pp |
| Annual return | 16.72% | 19.21%-2.5pp | 20.57%-3.9pp | 41.64%-24.9pp |
| Employer contribution / active EE | $2,034 | $1,828+11.3% | $2,231-8.8% | $2,551-20.2% |
| Participant deferral / active EE | $3,223 | $3,072+4.9% | $3,823-15.7% | $4,139-22.1% |
| Admin fee / account holder | $1,533 | $5,723-73.2% | $6,704-77.1% | $7,234-78.8% |