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 4-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 | $71,536 | $57,590+24.2% | $86,233-17.0% | $82,448-13.2% |
| Participation rate | 15.8% | 57.9%-42.1pp | 69.0%-53.2pp | 68.1%-52.3pp |
| Annual return | 20.72% | 22.41%-1.7pp | 61.39%-40.7pp | 41.64%-20.9pp |
| Employer contribution / active EE | $401 | $1,655-75.8% | $2,504-84.0% | $2,551-84.3% |
| Participant deferral / active EE | $1,836 | $3,080-40.4% | $4,559-59.7% | $4,139-55.7% |
| Admin fee / account holder | $666 | $4,730-85.9% | $8,342-92.0% | $7,234-90.8% |