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 | $58,911 | $110,257-46.6% | $96,544-39.0% | $139,434-57.7% |
| Participation rate | 45.5% | 78.1%-32.6pp | 76.0%-30.5pp | 80.3%-34.9pp |
| Annual return | 18.74% | 26.32%-7.6pp | 25.84%-7.1pp | 372.94%-354.2pp |
| Employer contribution / active EE | $2,589 | $3,620-28.5% | $2,965-12.7% | $4,751-45.5% |
| Participant deferral / active EE | $5,507 | $5,548-0.7% | $4,851+13.5% | $6,710-17.9% |
| Admin fee / account holder | $678 | $11,591-94.1% | $8,252-91.8% | $11,403-94.1% |