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 8-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 | $29,470 | $63,355-53.5% | $91,989-68.0% | $72,985-59.6% |
| Participation rate | 56.1% | 72.5%-16.4pp | 78.6%-22.5pp | 69.5%-13.3pp |
| Annual return | 24.30% | 35.35%-11.0pp | 69.02%-44.7pp | 81.00%-56.7pp |
| Employer contribution / active EE | $1,031 | $2,116-51.3% | $3,452-70.1% | $2,440-57.8% |
| Participant deferral / active EE | $5,842 | $4,883+19.6% | $5,923-1.4% | $3,607+62.0% |
| Admin fee / account holder | $4,377 | $4,668-6.2% | $7,743-43.5% | $5,124-14.6% |