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 5-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 | $71,557 | $74,927-4.5% | $101,794-29.7% | $84,808-15.6% |
| Participation rate | 55.2% | 61.4%-6.2pp | 69.2%-14.0pp | 68.3%-13.1pp |
| Annual return | 15.54% | 18.70%-3.2pp | 30.53%-15.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $2,579 | $1,522+69.5% | $2,289+12.7% | $2,631-2.0% |
| Participant deferral / active EE | $4,269 | $3,099+37.7% | $4,084+4.5% | $4,212+1.4% |
| Admin fee / account holder | $3,928 | $6,514-39.7% | $8,777-55.2% | $7,344-46.5% |