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 | $58,473 | $146,267-60.0% | $197,124-70.3% | $82,448-29.1% |
| Participation rate | 65.5% | 84.0%-18.6pp | 86.7%-21.3pp | 68.1%-2.6pp |
| Annual return | 16.42% | 29.61%-13.2pp | 44.34%-27.9pp | 41.64%-25.2pp |
| Employer contribution / active EE | $2,734 | $4,723-42.1% | $6,227-56.1% | $2,551+7.2% |
| Participant deferral / active EE | $5,934 | $7,035-15.6% | $9,135-35.0% | $4,139+43.4% |
| Admin fee / account holder | $1,759 | $14,422-87.8% | $16,298-89.2% | $7,234-75.7% |