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 | $46,331 | $79,944-42.0% | $98,439-52.9% | $75,163-38.4% |
| Participation rate | 59.3% | 70.4%-11.0pp | 75.2%-15.8pp | 67.2%-7.9pp |
| Annual return | 25.34% | 19.75%+5.6pp | 21.16%+4.2pp | 160.62%-135.3pp |
| Employer contribution / active EE | $1,605 | $2,264-29.1% | $3,048-47.3% | $2,670-39.9% |
| Participant deferral / active EE | $3,058 | $3,752-18.5% | $4,738-35.5% | $4,125-25.9% |
| Admin fee / account holder | $506 | $6,840-92.6% | $8,948-94.3% | $5,651-91.0% |