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 | $31,395 | $93,571-66.4% | $135,903-76.9% | $75,163-58.2% |
| Participation rate | 51.7% | 75.2%-23.5pp | 81.9%-30.2pp | 67.2%-15.5pp |
| Annual return | 18.96% | 30.90%-11.9pp | 68.23%-49.3pp | 160.62%-141.7pp |
| Employer contribution / active EE | $3,579 | $3,537+1.2% | $4,856-26.3% | $2,670+34.1% |
| Participant deferral / active EE | $5,730 | $6,404-10.5% | $7,758-26.1% | $4,125+38.9% |
| Admin fee / account holder | $6,940 | $6,975-0.5% | $10,762-35.5% | $5,651+22.8% |