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 | $47,257 | $78,422-39.7% | $95,952-50.7% | $79,858-40.8% |
| Participation rate | 69.5% | 73.5%-4.0pp | 77.1%-7.6pp | 69.6%-0.1pp |
| Annual return | 20.67% | 19.37%+1.3pp | 91.61%-70.9pp | 31.71%-11.0pp |
| Employer contribution / active EE | $2,533 | $1,945+30.2% | $2,541-0.3% | $2,471+2.5% |
| Participant deferral / active EE | $5,496 | $3,440+59.8% | $4,167+31.9% | $3,740+46.9% |
| Admin fee / account holder | $8,408 | $5,622+49.6% | $6,795+23.7% | $5,306+58.5% |