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 | $52,994 | $110,257-51.9% | $96,544-45.1% | $139,434-62.0% |
| Participation rate | 60.0% | 78.1%-18.1pp | 76.0%-16.0pp | 80.3%-20.3pp |
| Annual return | 13.59% | 26.32%-12.7pp | 25.84%-12.3pp | 372.94%-359.4pp |
| Employer contribution / active EE | $1,993 | $3,620-44.9% | $2,965-32.8% | $4,751-58.0% |
| Participant deferral / active EE | $8,690 | $5,548+56.6% | $4,851+79.1% | $6,710+29.5% |
| Admin fee / account holder | $7,454 | $11,591-35.7% | $8,252-9.7% | $11,403-34.6% |