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 4-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 | $44,340 | $117,983-62.4% | $101,794-56.4% | $142,382-68.9% |
| Participation rate | 68.8% | 74.2%-5.5pp | 69.2%-0.4pp | 80.1%-11.4pp |
| Annual return | 19.13% | 36.92%-17.8pp | 30.53%-11.4pp | 217.08%-197.9pp |
| Employer contribution / active EE | $2,397 | $2,773-13.5% | $2,289+4.7% | $4,299-44.2% |
| Participant deferral / active EE | $4,718 | $4,714+0.1% | $4,084+15.5% | $6,507-27.5% |
| Admin fee / account holder | $4,961 | $10,433-52.4% | $8,777-43.5% | $12,624-60.7% |