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 | $64,356 | $163,101-60.5% | $136,749-52.9% | $142,382-54.8% |
| Participation rate | 65.2% | 78.2%-13.0pp | 72.1%-6.9pp | 80.1%-14.9pp |
| Annual return | 17.81% | 27.54%-9.7pp | 24.33%-6.5pp | 217.08%-199.3pp |
| Employer contribution / active EE | $2,720 | $4,117-33.9% | $3,400-20.0% | $4,299-36.7% |
| Participant deferral / active EE | $4,335 | $5,585-22.4% | $4,692-7.6% | $6,507-33.4% |
| Admin fee / account holder | $1,333 | $14,318-90.7% | $11,386-88.3% | $12,624-89.4% |