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 | $60,863 | $94,625-35.7% | $116,228-47.6% | $84,808-28.2% |
| Participation rate | 67.2% | 70.4%-3.2pp | 74.6%-7.3pp | 68.3%-1.1pp |
| Annual return | 19.21% | 20.40%-1.2pp | 90.06%-70.8pp | 40.90%-21.7pp |
| Employer contribution / active EE | $2,723 | $2,347+16.1% | $2,994-9.1% | $2,631+3.5% |
| Participant deferral / active EE | $5,073 | $3,972+27.7% | $4,953+2.4% | $4,212+20.5% |
| Admin fee / account holder | $3,595 | $10,091-64.4% | $11,989-70.0% | $7,344-51.0% |