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 | $46,139 | $148,978-69.0% | $200,582-77.0% | $84,808-45.6% |
| Participation rate | 57.7% | 84.2%-26.5pp | 86.9%-29.2pp | 68.3%-10.6pp |
| Annual return | 22.59% | 28.16%-5.6pp | 42.33%-19.7pp | 40.90%-18.3pp |
| Employer contribution / active EE | $2,690 | $4,815-44.1% | $6,419-58.1% | $2,631+2.2% |
| Participant deferral / active EE | $8,131 | $7,142+13.9% | $9,331-12.9% | $4,212+93.1% |
| Admin fee / account holder | $6,622 | $13,977-52.6% | $16,305-59.4% | $7,344-9.8% |