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 | $57,525 | $93,571-38.5% | $135,903-57.7% | $75,163-23.5% |
| Participation rate | 52.5% | 75.2%-22.7pp | 81.9%-29.4pp | 67.2%-14.7pp |
| Annual return | 20.58% | 30.90%-10.3pp | 68.23%-47.7pp | 160.62%-140.0pp |
| Employer contribution / active EE | $2,330 | $3,537-34.1% | $4,856-52.0% | $2,670-12.7% |
| Participant deferral / active EE | $5,614 | $6,404-12.3% | $7,758-27.6% | $4,125+36.1% |
| Admin fee / account holder | $4,975 | $6,975-28.7% | $10,762-53.8% | $5,651-12.0% |