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 | $57,337 | $77,896-26.4% | $134,172-57.3% | $82,448-30.5% |
| Participation rate | 37.0% | 62.8%-25.8pp | 72.5%-35.4pp | 68.1%-31.0pp |
| Annual return | 16.31% | 18.21%-1.9pp | 25.30%-9.0pp | 41.64%-25.3pp |
| Employer contribution / active EE | $1,098 | $2,159-49.2% | $3,420-67.9% | $2,551-57.0% |
| Participant deferral / active EE | $2,037 | $3,162-35.6% | $4,690-56.6% | $4,139-50.8% |
| Admin fee / account holder | $2,471 | $6,336-61.0% | $12,016-79.4% | $7,234-65.8% |