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 | $43,213 | $117,983-63.4% | $101,794-57.5% | $142,382-69.7% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.2%-19.2pp | 80.1%-30.1pp |
| Annual return | 15.21% | 36.92%-21.7pp | 30.53%-15.3pp | 217.08%-201.9pp |
| Employer contribution / active EE | $3,113 | $2,773+12.3% | $2,289+36.0% | $4,299-27.6% |
| Participant deferral / active EE | $5,033 | $4,714+6.8% | $4,084+23.2% | $6,507-22.7% |
| Admin fee / account holder | $457 | $10,433-95.6% | $8,777-94.8% | $12,624-96.4% |