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 | $73,804 | $110,257-33.1% | $96,544-23.6% | $139,434-47.1% |
| Participation rate | 47.1% | 78.1%-31.0pp | 76.0%-28.9pp | 80.3%-33.3pp |
| Annual return | 17.37% | 26.32%-8.9pp | 25.84%-8.5pp | 372.94%-355.6pp |
| Employer contribution / active EE | $3,063 | $3,620-15.4% | $2,965+3.3% | $4,751-35.5% |
| Participant deferral / active EE | $4,314 | $5,548-22.2% | $4,851-11.1% | $6,710-35.7% |
| Admin fee / account holder | $9,406 | $11,591-18.9% | $8,252+14.0% | $11,403-17.5% |