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 | $50,750 | $81,460-37.7% | $103,333-50.9% | $80,856-37.2% |
| Participation rate | 50.0% | 66.8%-16.8pp | 74.5%-24.5pp | 67.6%-17.6pp |
| Annual return | 14.91% | 25.55%-10.6pp | 24.88%-10.0pp | 35.59%-20.7pp |
| Employer contribution / active EE | $2,533 | $3,105-18.4% | $3,868-34.5% | $2,755-8.0% |
| Participant deferral / active EE | $3,859 | $3,869-0.3% | $5,057-23.7% | $4,296-10.2% |
| Admin fee / account holder | $2,045 | $6,566-68.9% | $8,355-75.5% | $6,918-70.4% |