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 | $80,751 | $101,724-20.6% | $164,813-51.0% | $80,856-0.1% |
| Participation rate | 52.5% | 71.8%-19.4pp | 78.6%-26.1pp | 67.6%-15.2pp |
| Annual return | 12.72% | 16.72%-4.0pp | 69.93%-57.2pp | 35.59%-22.9pp |
| Employer contribution / active EE | $896 | $2,953-69.7% | $4,341-79.4% | $2,755-67.5% |
| Participant deferral / active EE | $2,901 | $4,477-35.2% | $6,031-51.9% | $4,296-32.5% |
| Admin fee / account holder | $5,004 | $8,227-39.2% | $12,690-60.6% | $6,918-27.7% |