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 | $39,597 | $124,425-68.2% | $112,040-64.7% | $137,256-71.2% |
| Participation rate | 58.3% | 79.3%-21.0pp | 76.5%-18.2pp | 80.0%-21.6pp |
| Annual return | 14.89% | 24.72%-9.8pp | 24.52%-9.6pp | 220.34%-205.4pp |
| Employer contribution / active EE | $2,974 | $3,411-12.8% | $2,954+0.7% | $4,156-28.4% |
| Participant deferral / active EE | $9,285 | $5,718+62.4% | $5,098+82.1% | $6,407+44.9% |
| Admin fee / account holder | $16,558 | $15,207+8.9% | $12,098+36.9% | $12,270+34.9% |