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 7-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 | $62,843 | $76,050-17.4% | $96,544-34.9% | $71,457-12.1% |
| Participation rate | 66.4% | 74.4%-8.0pp | 76.0%-9.6pp | 67.9%-1.6pp |
| Annual return | 14.16% | 22.81%-8.7pp | 25.84%-11.7pp | 28.85%-14.7pp |
| Employer contribution / active EE | $1,489 | $2,244-33.7% | $2,965-49.8% | $2,588-42.5% |
| Participant deferral / active EE | $5,643 | $4,215+33.9% | $4,851+16.3% | $4,289+31.6% |
| Admin fee / account holder | $6,458 | $2,707+138.5% | $8,252-21.7% | $1,587+306.8% |