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 | $136,237 | $163,101-16.5% | $136,749-0.4% | $142,382-4.3% |
| Participation rate | 68.8% | 78.2%-9.5pp | 72.1%-3.4pp | 80.1%-11.4pp |
| Annual return | 14.70% | 27.54%-12.8pp | 24.33%-9.6pp | 217.08%-202.4pp |
| Employer contribution / active EE | $3,079 | $4,117-25.2% | $3,400-9.4% | $4,299-28.4% |
| Participant deferral / active EE | $6,540 | $5,585+17.1% | $4,692+39.4% | $6,507+0.5% |
| Admin fee / account holder | $2,481 | $14,318-82.7% | $11,386-78.2% | $12,624-80.3% |