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 | $50,574 | $148,978-66.1% | $200,582-74.8% | $84,808-40.4% |
| Participation rate | 65.4% | 84.2%-18.8pp | 86.9%-21.5pp | 68.3%-2.9pp |
| Annual return | 19.22% | 28.16%-8.9pp | 42.33%-23.1pp | 40.90%-21.7pp |
| Employer contribution / active EE | $2,947 | $4,815-38.8% | $6,419-54.1% | $2,631+12.0% |
| Participant deferral / active EE | $5,593 | $7,142-21.7% | $9,331-40.1% | $4,212+32.8% |
| Admin fee / account holder | $4,856 | $13,977-65.3% | $16,305-70.2% | $7,344-33.9% |