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 | $26,509 | $111,535-76.2% | $105,223-74.8% | $137,256-80.7% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 17.87% | 237.85%-220.0pp | 180.65%-162.8pp | 220.34%-202.5pp |
| Employer contribution / active EE | $2,134 | $3,939-45.8% | $3,689-42.1% | $4,156-48.6% |
| Participant deferral / active EE | $4,189 | $5,500-23.8% | $5,072-17.4% | $6,407-34.6% |
| Admin fee / account holder | $9,273 | $9,721-4.6% | $8,859+4.7% | $12,270-24.4% |