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 | $59,851 | $84,556-29.2% | $116,228-48.5% | $74,304-19.5% |
| Participation rate | 61.6% | 66.0%-4.4pp | 74.6%-12.9pp | 60.3%+1.3pp |
| Annual return | 14.91% | 18.35%-3.4pp | 90.06%-75.1pp | 29.43%-14.5pp |
| Employer contribution / active EE | $992 | $2,168-54.3% | $2,994-66.9% | $2,241-55.8% |
| Participant deferral / active EE | $2,934 | $3,814-23.1% | $4,953-40.8% | $3,767-22.1% |
| Admin fee / account holder | $4,114 | $3,792+8.5% | $11,989-65.7% | $2,969+38.6% |