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 | $53,811 | $76,050-29.2% | $96,544-44.3% | $71,457-24.7% |
| Participation rate | 63.0% | 74.4%-11.4pp | 76.0%-13.0pp | 67.9%-5.0pp |
| Annual return | 16.99% | 22.81%-5.8pp | 25.84%-8.9pp | 28.85%-11.9pp |
| Employer contribution / active EE | $1,649 | $2,244-26.5% | $2,965-44.4% | $2,588-36.3% |
| Participant deferral / active EE | $4,905 | $4,215+16.4% | $4,851+1.1% | $4,289+14.4% |
| Admin fee / account holder | $2,131 | $2,707-21.3% | $8,252-74.2% | $1,587+34.3% |