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 | $67,592 | $106,749-36.7% | $145,433-53.5% | $82,448-18.0% |
| Participation rate | 68.0% | 75.6%-7.6pp | 82.1%-14.1pp | 68.1%-0.1pp |
| Annual return | 17.78% | 27.59%-9.8pp | 66.58%-48.8pp | 41.64%-23.9pp |
| Employer contribution / active EE | $1,827 | $3,444-47.0% | $4,554-59.9% | $2,551-28.4% |
| Participant deferral / active EE | $5,225 | $6,519-19.8% | $7,897-33.8% | $4,139+26.2% |
| Admin fee / account holder | $1,201 | $8,390-85.7% | $13,129-90.9% | $7,234-83.4% |