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 | $82,576 | $110,261-25.1% | $95,745-13.8% | $139,434-40.8% |
| Participation rate | 33.3% | 75.8%-42.4pp | 72.3%-38.9pp | 80.3%-47.0pp |
| Annual return | 26.73% | 27.11%-0.4pp | 28.35%-1.6pp | 372.94%-346.2pp |
| Employer contribution / active EE | $1,846 | $3,257-43.3% | $2,835-34.9% | $4,751-61.1% |
| Participant deferral / active EE | $2,581 | $4,676-44.8% | $4,245-39.2% | $6,710-61.5% |
| Admin fee / account holder | $1,477 | $6,613-77.7% | $5,678-74.0% | $11,403-87.0% |