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 | $59,667 | $111,814-46.6% | $103,374-42.3% | $145,959-59.1% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 16.03% | 24.77%-8.7pp | 24.89%-8.9pp | 561.95%-545.9pp |
| Employer contribution / active EE | $3,492 | $4,214-17.1% | $3,869-9.8% | $4,661-25.1% |
| Participant deferral / active EE | $3,995 | $5,618-28.9% | $5,058-21.0% | $6,689-40.3% |
| Admin fee / account holder | $23,100 | $9,754+136.8% | $8,394+175.2% | $13,398+72.4% |