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 | $49,208 | $59,097-16.7% | $82,389-40.3% | $74,304-33.8% |
| Participation rate | 32.4% | 52.8%-20.4pp | 69.5%-37.2pp | 60.3%-28.0pp |
| Annual return | 22.21% | 22.85%-0.6pp | 28.67%-6.5pp | 29.43%-7.2pp |
| Employer contribution / active EE | $1,606 | $1,601+0.3% | $2,517-36.2% | $2,241-28.4% |
| Participant deferral / active EE | $2,378 | $2,775-14.3% | $4,155-42.8% | $3,767-36.9% |
| Admin fee / account holder | $563 | $4,489-87.5% | $7,231-92.2% | $2,969-81.0% |