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 | $67,704 | $91,552-26.0% | $133,956-49.5% | $79,858-15.2% |
| Participation rate | 50.0% | 73.3%-23.3pp | 79.8%-29.8pp | 69.6%-19.6pp |
| Annual return | 17.59% | 61.85%-44.3pp | 45.09%-27.5pp | 31.71%-14.1pp |
| Employer contribution / active EE | $1,228 | $2,384-48.5% | $3,919-68.7% | $2,471-50.3% |
| Participant deferral / active EE | $2,838 | $3,733-24.0% | $5,048-43.8% | $3,740-24.1% |
| Admin fee / account holder | $576 | $6,321-90.9% | $8,927-93.6% | $5,306-89.1% |