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 | $79,647 | $80,717-1.3% | $154,803-48.5% | $84,808-6.1% |
| Participation rate | 65.5% | 66.8%-1.3pp | 78.1%-12.6pp | 68.3%-2.8pp |
| Annual return | 26.76% | 37.96%-11.2pp | 58.88%-32.1pp | 40.90%-14.1pp |
| Employer contribution / active EE | $3,712 | $2,761+34.4% | $4,305-13.8% | $2,631+41.1% |
| Participant deferral / active EE | $8,367 | $3,303+153.3% | $5,540+51.0% | $4,212+98.7% |
| Admin fee / account holder | $483 | $6,746-92.8% | $14,329-96.6% | $7,344-93.4% |