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 | $23,384 | $70,475-66.8% | $100,516-76.7% | $79,858-70.7% |
| Participation rate | 67.4% | 73.7%-6.2pp | 79.4%-12.0pp | 69.6%-2.2pp |
| Annual return | 18.03% | 21.90%-3.9pp | 30.89%-12.9pp | 31.71%-13.7pp |
| Employer contribution / active EE | $2,398 | $2,165+10.8% | $3,418-29.8% | $2,471-3.0% |
| Participant deferral / active EE | $4,151 | $5,181-19.9% | $6,270-33.8% | $3,740+11.0% |
| Admin fee / account holder | $401 | $4,478-91.0% | $8,081-95.0% | $5,306-92.4% |