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 | $70,424 | $81,248-13.3% | $155,509-54.7% | $80,856-12.9% |
| Participation rate | 55.1% | 66.2%-11.1pp | 78.2%-23.1pp | 67.6%-12.5pp |
| Annual return | 17.45% | 33.31%-15.9pp | 64.67%-47.2pp | 35.59%-18.1pp |
| Employer contribution / active EE | $2,858 | $3,100-7.8% | $4,672-38.8% | $2,755+3.7% |
| Participant deferral / active EE | $6,158 | $3,452+78.4% | $5,626+9.4% | $4,296+43.3% |
| Admin fee / account holder | $1,599 | $7,997-80.0% | $15,912-90.0% | $6,918-76.9% |