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 | $58,268 | $79,944-27.1% | $98,439-40.8% | $75,163-22.5% |
| Participation rate | 59.3% | 70.4%-11.1pp | 75.2%-15.9pp | 67.2%-7.9pp |
| Annual return | 18.98% | 19.75%-0.8pp | 21.16%-2.2pp | 160.62%-141.6pp |
| Employer contribution / active EE | $2,791 | $2,264+23.3% | $3,048-8.4% | $2,670+4.5% |
| Participant deferral / active EE | $4,086 | $3,752+8.9% | $4,738-13.8% | $4,125-1.0% |
| Admin fee / account holder | $3,645 | $6,840-46.7% | $8,948-59.3% | $5,651-35.5% |