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 | $25,342 | $73,933-65.7% | $96,683-73.8% | $75,163-66.3% |
| Participation rate | 43.3% | 66.4%-23.1pp | 74.3%-31.0pp | 67.2%-23.9pp |
| Annual return | 17.50% | 26.70%-9.2pp | 35.69%-18.2pp | 160.62%-143.1pp |
| Employer contribution / active EE | $1,442 | $2,928-50.8% | $3,737-61.4% | $2,670-46.0% |
| Participant deferral / active EE | $2,706 | $3,659-26.0% | $4,878-44.5% | $4,125-34.4% |
| Admin fee / account holder | $5,183 | $5,216-0.6% | $6,730-23.0% | $5,651-8.3% |