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 9-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 | $52,276 | $94,625-44.8% | $116,228-55.0% | $84,808-38.4% |
| Participation rate | 48.0% | 70.4%-22.4pp | 74.6%-26.6pp | 68.3%-20.3pp |
| Annual return | 15.52% | 20.40%-4.9pp | 90.06%-74.5pp | 40.90%-25.4pp |
| Employer contribution / active EE | $4,345 | $2,347+85.2% | $2,994+45.1% | $2,631+65.1% |
| Participant deferral / active EE | $1,819 | $3,972-54.2% | $4,953-63.3% | $4,212-56.8% |
| Admin fee / account holder | $1,680 | $10,091-83.3% | $11,989-86.0% | $7,344-77.1% |