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 | $60,070 | $74,927-19.8% | $101,794-41.0% | $84,808-29.2% |
| Participation rate | 54.4% | 61.4%-7.0pp | 69.2%-14.8pp | 68.3%-13.9pp |
| Annual return | 14.70% | 18.70%-4.0pp | 30.53%-15.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $2,077 | $1,522+36.5% | $2,289-9.3% | $2,631-21.1% |
| Participant deferral / active EE | $5,412 | $3,099+74.6% | $4,084+32.5% | $4,212+28.5% |
| Admin fee / account holder | $1,983 | $6,514-69.6% | $8,777-77.4% | $7,344-73.0% |