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 | $84,564 | $101,724-16.9% | $164,813-48.7% | $80,856+4.6% |
| Participation rate | 69.8% | 71.8%-2.0pp | 78.6%-8.8pp | 67.6%+2.2pp |
| Annual return | 11.10% | 16.72%-5.6pp | 69.93%-58.8pp | 35.59%-24.5pp |
| Employer contribution / active EE | $2,947 | $2,953-0.2% | $4,341-32.1% | $2,755+7.0% |
| Participant deferral / active EE | $6,225 | $4,477+39.0% | $6,031+3.2% | $4,296+44.9% |
| Admin fee / account holder | $50,282 | $8,227+511.2% | $12,690+296.2% | $6,918+626.8% |