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 | $31,412 | $71,883-56.3% | $86,677-63.8% | $68,494-54.1% |
| Participation rate | 53.4% | 72.2%-18.8pp | 76.6%-23.2pp | 67.9%-14.5pp |
| Annual return | 14.51% | 3.52%+11.0pp | 35.91%-21.4pp | -7.84%+22.4pp |
| Employer contribution / active EE | $2,092 | $2,173-3.7% | $2,836-26.2% | $2,596-19.4% |
| Participant deferral / active EE | $6,691 | $3,779+77.1% | $4,656+43.7% | $4,027+66.1% |
| Admin fee / account holder | $4,941 | $6,112-19.2% | $7,493-34.1% | $5,403-8.6% |