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 | $26,791 | $79,944-66.5% | $98,439-72.8% | $75,163-64.4% |
| Participation rate | 57.3% | 70.4%-13.1pp | 75.2%-17.8pp | 67.2%-9.9pp |
| Annual return | 15.50% | 19.75%-4.2pp | 21.16%-5.7pp | 160.62%-145.1pp |
| Employer contribution / active EE | $2,333 | $2,264+3.0% | $3,048-23.5% | $2,670-12.6% |
| Participant deferral / active EE | $3,597 | $3,752-4.1% | $4,738-24.1% | $4,125-12.8% |
| Admin fee / account holder | $5,430 | $6,840-20.6% | $8,948-39.3% | $5,651-3.9% |