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 | $76,260 | $60,022+27.1% | $88,946-14.3% | $84,808-10.1% |
| Participation rate | 25.0% | 57.8%-32.8pp | 68.8%-43.8pp | 68.3%-43.3pp |
| Annual return | 14.25% | 22.43%-8.2pp | 57.82%-43.6pp | 40.90%-26.6pp |
| Employer contribution / active EE | $1,196 | $1,703-29.8% | $2,555-53.2% | $2,631-54.5% |
| Participant deferral / active EE | $2,776 | $3,114-10.8% | $4,581-39.4% | $4,212-34.1% |
| Admin fee / account holder | $1,256 | $4,811-73.9% | $8,261-84.8% | $7,344-82.9% |