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 | $63,734 | $35,183+81.1% | $73,545-13.3% | $70,131-9.1% |
| Participation rate | 47.0% | 42.9%+4.1pp | 54.9%-7.9pp | 69.5%-22.6pp |
| Annual return | 26.00% | 26.90%-0.9pp | -15.16%+41.2pp | 73.14%-47.1pp |
| Employer contribution / active EE | $1,388 | $709+95.8% | $1,219+13.9% | $2,342-40.7% |
| Participant deferral / active EE | $4,164 | $1,220+241.3% | $1,806+130.5% | $3,332+25.0% |
| Admin fee / account holder | $6,063 | $2,302+163.4% | $2,320+161.4% | $4,645+30.5% |