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 | $59,443 | $87,166-31.8% | $76,735-22.5% | $137,256-56.7% |
| Participation rate | 52.4% | 74.4%-22.0pp | 69.5%-17.1pp | 80.0%-27.6pp |
| Annual return | 18.02% | 26.50%-8.5pp | 29.77%-11.7pp | 220.34%-202.3pp |
| Employer contribution / active EE | $2,860 | $2,904-1.5% | $2,454+16.5% | $4,156-31.2% |
| Participant deferral / active EE | $3,645 | $4,726-22.9% | $4,088-10.8% | $6,407-43.1% |
| Admin fee / account holder | $1,524 | $8,403-81.9% | $7,189-78.8% | $12,270-87.6% |