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 | $39,541 | $104,664-62.2% | $85,682-53.9% | $167,490-76.4% |
| Participation rate | 69.2% | 76.4%-7.1pp | 69.9%-0.6pp | 82.1%-12.9pp |
| Annual return | 10.03% | 21.45%-11.4pp | 21.49%-11.5pp | 478.56%-468.5pp |
| Employer contribution / active EE | $3,454 | $3,337+3.5% | $2,618+31.9% | $4,837-28.6% |
| Participant deferral / active EE | $8,418 | $4,824+74.5% | $3,923+114.6% | $6,341+32.8% |
| Admin fee / account holder | $4,835 | $10,032-51.8% | $6,873-29.7% | $12,309-60.7% |