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 | $39,405 | $77,523-49.2% | $100,383-60.7% | $80,874-51.3% |
| Participation rate | 58.2% | 77.0%-18.8pp | 81.5%-23.3pp | 67.6%-9.5pp |
| Annual return | 16.34% | 37.21%-20.9pp | 49.26%-32.9pp | 35.62%-19.3pp |
| Employer contribution / active EE | $2,725 | $2,801-2.7% | $3,944-30.9% | $2,756-1.1% |
| Participant deferral / active EE | $6,530 | $6,822-4.3% | $8,086-19.2% | $4,297+52.0% |
| Admin fee / account holder | $3,970 | $5,899-32.7% | $7,900-49.8% | $6,935-42.8% |