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 | $38,586 | $97,744-60.5% | $103,476-62.7% | $145,922-73.6% |
| Participation rate | 55.0% | 81.1%-26.1pp | 80.5%-25.5pp | 80.3%-25.3pp |
| Annual return | 14.01% | 25.41%-11.4pp | 23.90%-9.9pp | 561.29%-547.3pp |
| Employer contribution / active EE | $2,454 | $4,677-47.5% | $4,672-47.5% | $4,660-47.3% |
| Participant deferral / active EE | $3,423 | $6,603-48.2% | $6,623-48.3% | $6,688-48.8% |
| Admin fee / account holder | $4,245 | $12,515-66.1% | $9,413-54.9% | $13,397-68.3% |