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 | $74,646 | $106,584-30.0% | $101,326-26.3% | $142,382-47.6% |
| Participation rate | 66.7% | 82.7%-16.0pp | 81.5%-14.8pp | 80.1%-13.5pp |
| Annual return | 19.25% | 36.93%-17.7pp | 36.82%-17.6pp | 217.08%-197.8pp |
| Employer contribution / active EE | $5,158 | $3,956+30.4% | $3,665+40.7% | $4,299+20.0% |
| Participant deferral / active EE | $5,662 | $8,297-31.8% | $7,994-29.2% | $6,507-13.0% |
| Admin fee / account holder | $12,372 | $11,446+8.1% | $11,185+10.6% | $12,624-2.0% |