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 | $30,606 | $70,475-56.6% | $100,516-69.6% | $79,858-61.7% |
| Participation rate | 69.0% | 73.7%-4.7pp | 79.4%-10.4pp | 69.6%-0.7pp |
| Annual return | 12.72% | 21.90%-9.2pp | 30.89%-18.2pp | 31.71%-19.0pp |
| Employer contribution / active EE | $1,612 | $2,165-25.5% | $3,418-52.8% | $2,471-34.8% |
| Participant deferral / active EE | $2,954 | $5,181-43.0% | $6,270-52.9% | $3,740-21.0% |
| Admin fee / account holder | $762 | $4,478-83.0% | $8,081-90.6% | $5,306-85.6% |