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 | $69,754 | $95,803-27.2% | $113,168-38.4% | $84,808-17.8% |
| Participation rate | 67.4% | 72.9%-5.5pp | 76.6%-9.2pp | 68.3%-0.9pp |
| Annual return | 17.93% | 25.00%-7.1pp | 24.27%-6.3pp | 40.90%-23.0pp |
| Employer contribution / active EE | $2,187 | $2,360-7.3% | $2,975-26.5% | $2,631-16.9% |
| Participant deferral / active EE | $4,885 | $4,242+15.2% | $5,107-4.3% | $4,212+16.0% |
| Admin fee / account holder | $3,559 | $8,989-60.4% | $12,068-70.5% | $7,344-51.5% |