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 | $53,924 | $93,571-42.4% | $135,903-60.3% | $75,163-28.3% |
| Participation rate | 53.5% | 75.2%-21.7pp | 81.9%-28.4pp | 67.2%-13.7pp |
| Annual return | 23.71% | 30.90%-7.2pp | 68.23%-44.5pp | 160.62%-136.9pp |
| Employer contribution / active EE | $2,796 | $3,537-21.0% | $4,856-42.4% | $2,670+4.7% |
| Participant deferral / active EE | $5,762 | $6,404-10.0% | $7,758-25.7% | $4,125+39.7% |
| Admin fee / account holder | $635 | $6,975-90.9% | $10,762-94.1% | $5,651-88.8% |