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 | $47,375 | $95,803-50.5% | $113,168-58.1% | $84,808-44.1% |
| Participation rate | 61.8% | 72.9%-11.0pp | 76.6%-14.7pp | 68.3%-6.5pp |
| Annual return | 13.95% | 25.00%-11.1pp | 24.27%-10.3pp | 40.90%-26.9pp |
| Employer contribution / active EE | $750 | $2,360-68.2% | $2,975-74.8% | $2,631-71.5% |
| Participant deferral / active EE | $2,191 | $4,242-48.3% | $5,107-57.1% | $4,212-48.0% |
| Admin fee / account holder | $3,484 | $8,989-61.2% | $12,068-71.1% | $7,344-52.6% |