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 | $67,100 | $57,016+17.7% | $84,966-21.0% | $80,856-17.0% |
| Participation rate | 38.2% | 56.3%-18.1pp | 67.5%-29.3pp | 67.6%-29.4pp |
| Annual return | 14.65% | 21.66%-7.0pp | 66.38%-51.7pp | 35.59%-20.9pp |
| Employer contribution / active EE | $1,114 | $1,798-38.0% | $2,727-59.2% | $2,755-59.6% |
| Participant deferral / active EE | $4,753 | $3,110+52.8% | $4,519+5.2% | $4,296+10.6% |
| Admin fee / account holder | $1,714 | $4,980-65.6% | $6,149-72.1% | $6,918-75.2% |