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 | $71,426 | $124,425-42.6% | $112,040-36.2% | $137,256-48.0% |
| Participation rate | 25.0% | 79.3%-54.3pp | 76.5%-51.5pp | 80.0%-55.0pp |
| Annual return | 26.80% | 24.72%+2.1pp | 24.52%+2.3pp | 220.34%-193.5pp |
| Employer contribution / active EE | $1,761 | $3,411-48.4% | $2,954-40.4% | $4,156-57.6% |
| Participant deferral / active EE | $4,922 | $5,718-13.9% | $5,098-3.4% | $6,407-23.2% |
| Admin fee / account holder | $1,576 | $15,207-89.6% | $12,098-87.0% | $12,270-87.2% |