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 4-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 | $72,787 | $73,787-1.4% | $98,716-26.3% | $82,448-11.7% |
| Participation rate | 58.0% | 61.4%-3.4pp | 69.3%-11.3pp | 68.1%-10.1pp |
| Annual return | 19.78% | 18.57%+1.2pp | 31.81%-12.0pp | 41.64%-21.9pp |
| Employer contribution / active EE | $2,229 | $1,511+47.5% | $2,279-2.2% | $2,551-12.6% |
| Participant deferral / active EE | $3,779 | $3,081+22.6% | $4,048-6.6% | $4,139-8.7% |
| Admin fee / account holder | $669 | $6,500-89.7% | $8,703-92.3% | $7,234-90.8% |