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 | $38,319 | $106,515-64.0% | $96,683-60.4% | $139,434-72.5% |
| Participation rate | 20.0% | 77.8%-57.8pp | 74.3%-54.3pp | 80.3%-60.3pp |
| Annual return | 19.55% | 38.43%-18.9pp | 35.69%-16.1pp | 372.94%-353.4pp |
| Employer contribution / active EE | $976 | $4,103-76.2% | $3,737-73.9% | $4,751-79.5% |
| Participant deferral / active EE | $3,270 | $5,454-40.0% | $4,878-33.0% | $6,710-51.3% |
| Admin fee / account holder | $11,768 | $7,877+49.4% | $6,730+74.9% | $11,403+3.2% |