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 | $79,140 | $106,515-25.7% | $96,683-18.1% | $139,434-43.2% |
| Participation rate | 25.0% | 77.8%-52.8pp | 74.3%-49.3pp | 80.3%-55.3pp |
| Annual return | 10.95% | 38.43%-27.5pp | 35.69%-24.7pp | 372.94%-362.0pp |
| Employer contribution / active EE | $1,322 | $4,103-67.8% | $3,737-64.6% | $4,751-72.2% |
| Participant deferral / active EE | $4,941 | $5,454-9.4% | $4,878+1.3% | $6,710-26.4% |
| Admin fee / account holder | $1,036 | $7,877-86.8% | $6,730-84.6% | $11,403-90.9% |