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 6-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 | $40,738 | $183,519-77.8% | $155,509-73.8% | $145,922-72.1% |
| Participation rate | 56.3% | 82.7%-26.4pp | 78.2%-21.9pp | 80.3%-24.0pp |
| Annual return | 26.90% | 61.17%-34.3pp | 64.67%-37.8pp | 561.29%-534.4pp |
| Employer contribution / active EE | $2,045 | $5,313-61.5% | $4,672-56.2% | $4,660-56.1% |
| Participant deferral / active EE | $4,981 | $6,462-22.9% | $5,626-11.5% | $6,688-25.5% |
| Admin fee / account holder | $531 | $19,313-97.3% | $15,912-96.7% | $13,397-96.0% |