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 | $63,825 | $109,881-41.9% | $150,045-57.5% | $84,808-24.7% |
| Participation rate | 62.7% | 76.1%-13.4pp | 82.3%-19.7pp | 68.3%-5.7pp |
| Annual return | 15.09% | 28.25%-13.2pp | 62.55%-47.5pp | 40.90%-25.8pp |
| Employer contribution / active EE | $3,311 | $3,561-7.0% | $4,693-29.4% | $2,631+25.9% |
| Participant deferral / active EE | $7,417 | $6,636+11.8% | $7,997-7.3% | $4,212+76.1% |
| Admin fee / account holder | $8,627 | $8,568+0.7% | $13,435-35.8% | $7,344+17.5% |