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 8-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 | $81,149 | $81,460-0.4% | $103,333-21.5% | $80,856+0.4% |
| Participation rate | 60.0% | 66.8%-6.8pp | 74.5%-14.5pp | 67.6%-7.6pp |
| Annual return | 15.24% | 25.55%-10.3pp | 24.88%-9.6pp | 35.59%-20.4pp |
| Employer contribution / active EE | $3,215 | $3,105+3.5% | $3,868-16.9% | $2,755+16.7% |
| Participant deferral / active EE | $6,803 | $3,869+75.9% | $5,057+34.5% | $4,296+58.4% |
| Admin fee / account holder | $4,833 | $6,566-26.4% | $8,355-42.1% | $6,918-30.1% |