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 | $45,755 | $107,452-57.4% | $91,541-50.0% | $142,382-67.9% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | 16.05% | 22.06%-6.0pp | 20.50%-4.5pp | 217.08%-201.0pp |
| Employer contribution / active EE | $2,376 | $2,994-20.6% | $2,505-5.1% | $4,299-44.7% |
| Participant deferral / active EE | $2,401 | $4,754-49.5% | $4,008-40.1% | $6,507-63.1% |
| Admin fee / account holder | $2,232 | $8,834-74.7% | $6,956-67.9% | $12,624-82.3% |