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 | $35,792 | $81,460-56.1% | $103,333-65.4% | $80,856-55.7% |
| Participation rate | 61.5% | 66.8%-5.3pp | 74.5%-13.0pp | 67.6%-6.1pp |
| Annual return | 12.94% | 25.55%-12.6pp | 24.88%-11.9pp | 35.59%-22.7pp |
| Employer contribution / active EE | $3,160 | $3,105+1.8% | $3,868-18.3% | $2,755+14.7% |
| Participant deferral / active EE | $8,620 | $3,869+122.8% | $5,057+70.4% | $4,296+100.7% |
| Admin fee / account holder | $1,289 | $6,566-80.4% | $8,355-84.6% | $6,918-81.4% |