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 | $53,784 | $159,602-66.3% | $150,045-64.2% | $142,382-62.2% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | 16.12% | 70.24%-54.1pp | 62.55%-46.4pp | 217.08%-201.0pp |
| Employer contribution / active EE | $4,627 | $4,961-6.7% | $4,693-1.4% | $4,299+7.6% |
| Participant deferral / active EE | $7,913 | $8,310-4.8% | $7,997-1.1% | $6,507+21.6% |
| Admin fee / account holder | $2,389 | $14,846-83.9% | $13,435-82.2% | $12,624-81.1% |