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 7-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 | $29,558 | $54,541-45.8% | $78,778-62.5% | $70,131-57.9% |
| Participation rate | 43.8% | 60.8%-17.0pp | 69.2%-25.4pp | 69.5%-25.8pp |
| Annual return | 14.31% | 21.07%-6.8pp | 35.62%-21.3pp | 73.14%-58.8pp |
| Employer contribution / active EE | $838 | $1,089-23.0% | $1,986-57.8% | $2,342-64.2% |
| Participant deferral / active EE | $2,000 | $2,210-9.5% | $2,958-32.4% | $3,332-40.0% |
| Admin fee / account holder | $2,360 | $3,709-36.4% | $5,134-54.0% | $4,645-49.2% |