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 | $45,777 | $81,625-43.9% | $167,512-72.7% | $74,304-38.4% |
| Participation rate | 46.3% | 60.0%-13.7pp | 77.1%-30.7pp | 60.3%-14.0pp |
| Annual return | 14.33% | 26.09%-11.8pp | 1615.79%-1601.5pp | 29.43%-15.1pp |
| Employer contribution / active EE | $2,344 | $2,010+16.6% | $3,882-39.6% | $2,241+4.6% |
| Participant deferral / active EE | $4,295 | $4,115+4.4% | $6,405-32.9% | $3,767+14.0% |
| Admin fee / account holder | $5,935 | $3,474+70.8% | $9,769-39.2% | $2,969+99.9% |