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 | $47,803 | $73,787-35.2% | $98,716-51.6% | $82,448-42.0% |
| Participation rate | 53.8% | 61.4%-7.6pp | 69.3%-15.4pp | 68.1%-14.2pp |
| Annual return | 12.67% | 18.57%-5.9pp | 31.81%-19.1pp | 41.64%-29.0pp |
| Employer contribution / active EE | $1,525 | $1,511+0.9% | $2,279-33.1% | $2,551-40.2% |
| Participant deferral / active EE | $2,923 | $3,081-5.1% | $4,048-27.8% | $4,139-29.4% |
| Admin fee / account holder | $19,898 | $6,500+206.1% | $8,703+128.6% | $7,234+175.0% |