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 | $42,294 | $93,571-54.8% | $135,903-68.9% | $75,163-43.7% |
| Participation rate | 68.7% | 75.2%-6.5pp | 81.9%-13.3pp | 67.2%+1.5pp |
| Annual return | 18.97% | 30.90%-11.9pp | 68.23%-49.3pp | 160.62%-141.7pp |
| Employer contribution / active EE | $1,957 | $3,537-44.7% | $4,856-59.7% | $2,670-26.7% |
| Participant deferral / active EE | $4,180 | $6,404-34.7% | $7,758-46.1% | $4,125+1.3% |
| Admin fee / account holder | $3,122 | $6,975-55.2% | $10,762-71.0% | $5,651-44.8% |