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 | $34,886 | $92,985-62.5% | $153,485-77.3% | $80,856-56.9% |
| Participation rate | 63.0% | 69.0%-6.0pp | 77.1%-14.1pp | 67.6%-4.7pp |
| Annual return | 14.65% | 19.95%-5.3pp | 15.65%-1.0pp | 35.59%-20.9pp |
| Employer contribution / active EE | $2,704 | $3,507-22.9% | $5,039-46.3% | $2,755-1.8% |
| Participant deferral / active EE | $4,183 | $5,178-19.2% | $6,757-38.1% | $4,296-2.6% |
| Admin fee / account holder | $1,568 | $8,880-82.3% | $12,724-87.7% | $6,918-77.3% |