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 | $21,218 | $80,717-73.7% | $154,803-86.3% | $84,808-75.0% |
| Participation rate | 61.0% | 66.8%-5.8pp | 78.1%-17.1pp | 68.3%-7.3pp |
| Annual return | 20.63% | 37.96%-17.3pp | 58.88%-38.3pp | 40.90%-20.3pp |
| Employer contribution / active EE | $1,296 | $2,761-53.1% | $4,305-69.9% | $2,631-50.8% |
| Participant deferral / active EE | $2,838 | $3,303-14.1% | $5,540-48.8% | $4,212-32.6% |
| Admin fee / account holder | $2,232 | $6,746-66.9% | $14,329-84.4% | $7,344-69.6% |