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 | $26,508 | $71,050-62.7% | $93,606-71.7% | $80,856-67.2% |
| Participation rate | 38.2% | 60.4%-22.2pp | 68.7%-30.5pp | 67.6%-29.4pp |
| Annual return | 12.92% | 11.26%+1.7pp | 133.20%-120.3pp | 35.59%-22.7pp |
| Employer contribution / active EE | $1,138 | $1,564-27.2% | $2,420-53.0% | $2,755-58.7% |
| Participant deferral / active EE | $1,539 | $4,034-61.8% | $4,411-65.1% | $4,296-64.2% |
| Admin fee / account holder | $1,015 | $6,945-85.4% | $8,285-87.8% | $6,918-85.3% |