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 | $70,024 | $95,266-26.5% | $82,389-15.0% | $142,382-50.8% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.5%-19.5pp | 80.1%-30.1pp |
| Annual return | 20.01% | 25.74%-5.7pp | 28.67%-8.7pp | 217.08%-197.1pp |
| Employer contribution / active EE | $3,225 | $2,991+7.8% | $2,517+28.1% | $4,299-25.0% |
| Participant deferral / active EE | $4,309 | $4,809-10.4% | $4,155+3.7% | $6,507-33.8% |
| Admin fee / account holder | $1,306 | $8,563-84.8% | $7,231-81.9% | $12,624-89.7% |