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 | $77,315 | $101,724-24.0% | $164,813-53.1% | $80,856-4.4% |
| Participation rate | 68.3% | 71.8%-3.5pp | 78.6%-10.3pp | 67.6%+0.7pp |
| Annual return | 15.98% | 16.72%-0.7pp | 69.93%-53.9pp | 35.59%-19.6pp |
| Employer contribution / active EE | $2,498 | $2,953-15.4% | $4,341-42.5% | $2,755-9.3% |
| Participant deferral / active EE | $4,198 | $4,477-6.2% | $6,031-30.4% | $4,296-2.3% |
| Admin fee / account holder | $1,102 | $8,227-86.6% | $12,690-91.3% | $6,918-84.1% |