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 | $45,834 | $100,326-54.3% | $180,183-74.6% | $84,808-46.0% |
| Participation rate | 64.3% | 71.0%-6.7pp | 77.4%-13.2pp | 68.3%-4.0pp |
| Annual return | 16.49% | 17.86%-1.4pp | 27.86%-11.4pp | 40.90%-24.4pp |
| Employer contribution / active EE | $2,932 | $3,269-10.3% | $5,039-41.8% | $2,631+11.5% |
| Participant deferral / active EE | $4,427 | $5,066-12.6% | $6,822-35.1% | $4,212+5.1% |
| Admin fee / account holder | $828 | $9,674-91.4% | $19,975-95.9% | $7,344-88.7% |