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 | $39,267 | $63,904-38.6% | $89,340-56.0% | $67,986-42.2% |
| Participation rate | 43.7% | 54.3%-10.7pp | 69.6%-25.9pp | 57.2%-13.5pp |
| Annual return | 19.90% | 18.09%+1.8pp | 20.57%-0.7pp | 31.67%-11.8pp |
| Employer contribution / active EE | $1,268 | $1,627-22.1% | $2,231-43.2% | $2,019-37.2% |
| Participant deferral / active EE | $2,362 | $2,691-12.2% | $3,823-38.2% | $3,358-29.7% |
| Admin fee / account holder | $1,511 | $3,315-54.4% | $6,704-77.5% | $3,203-52.8% |