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 | $47,511 | $93,182-49.0% | $146,665-67.6% | $79,386-40.2% |
| Participation rate | 67.3% | 76.4%-9.1pp | 80.1%-12.7pp | 70.7%-3.4pp |
| Annual return | 13.47% | 21.61%-8.1pp | 22.74%-9.3pp | 116.85%-103.4pp |
| Employer contribution / active EE | $1,845 | $2,420-23.7% | $4,136-55.4% | $2,427-24.0% |
| Participant deferral / active EE | $3,232 | $4,169-22.5% | $5,506-41.3% | $4,046-20.1% |
| Admin fee / account holder | $1,271 | $585+117.2% | $10,280-87.6% | $626+102.9% |