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 | $20,660 | $73,933-72.1% | $96,683-78.6% | $75,163-72.5% |
| Participation rate | 45.5% | 66.4%-21.0pp | 74.3%-28.9pp | 67.2%-21.7pp |
| Annual return | 17.05% | 26.70%-9.6pp | 35.69%-18.6pp | 160.62%-143.6pp |
| Employer contribution / active EE | $1,635 | $2,928-44.1% | $3,737-56.2% | $2,670-38.8% |
| Participant deferral / active EE | $3,087 | $3,659-15.6% | $4,878-36.7% | $4,125-25.2% |
| Admin fee / account holder | $1,675 | $5,216-67.9% | $6,730-75.1% | $5,651-70.4% |