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 | $31,322 | $59,839-47.7% | $81,983-61.8% | $79,858-60.8% |
| Participation rate | 58.6% | 61.6%-3.0pp | 69.2%-10.6pp | 69.6%-11.0pp |
| Annual return | 25.50% | 17.56%+7.9pp | 41.31%-15.8pp | 31.71%-6.2pp |
| Employer contribution / active EE | $2,521 | $1,713+47.1% | $2,498+0.9% | $2,471+2.0% |
| Participant deferral / active EE | $4,244 | $2,695+57.5% | $3,722+14.0% | $3,740+13.5% |
| Admin fee / account holder | $2,101 | $4,287-51.0% | $5,664-62.9% | $5,306-60.4% |