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 | $44,120 | $81,460-45.8% | $103,333-57.3% | $80,856-45.4% |
| Participation rate | 66.0% | 66.8%-0.8pp | 74.5%-8.5pp | 67.6%-1.6pp |
| Annual return | 13.67% | 25.55%-11.9pp | 24.88%-11.2pp | 35.59%-21.9pp |
| Employer contribution / active EE | $1,729 | $3,105-44.3% | $3,868-55.3% | $2,755-37.2% |
| Participant deferral / active EE | $4,835 | $3,869+25.0% | $5,057-4.4% | $4,296+12.5% |
| Admin fee / account holder | $3,038 | $6,566-53.7% | $8,355-63.6% | $6,918-56.1% |