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 | $75,491 | $78,103-3.3% | $289,028-73.9% | $116,875-35.4% |
| Participation rate | 64.3% | 69.5%-5.2pp | 78.0%-13.7pp | 74.5%-10.2pp |
| Annual return | 22.89% | 15.26%+7.6pp | 243.94%-221.0pp | 16.29%+6.6pp |
| Employer contribution / active EE | $2,758 | $2,718+1.5% | $6,326-56.4% | $3,288-16.1% |
| Participant deferral / active EE | $3,161 | $2,921+8.2% | $4,804-34.2% | $3,885-18.6% |
| Admin fee / account holder | $1,397 | $8,683-83.9% | $14,050-90.1% | $12,263-88.6% |