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 | $26,195 | $110,257-76.2% | $96,544-72.9% | $139,434-81.2% |
| Participation rate | 50.0% | 78.1%-28.1pp | 76.0%-26.0pp | 80.3%-30.3pp |
| Annual return | 19.03% | 26.32%-7.3pp | 25.84%-6.8pp | 372.94%-353.9pp |
| Employer contribution / active EE | $2,042 | $3,620-43.6% | $2,965-31.1% | $4,751-57.0% |
| Participant deferral / active EE | $5,506 | $5,548-0.7% | $4,851+13.5% | $6,710-17.9% |
| Admin fee / account holder | $5,259 | $11,591-54.6% | $8,252-36.3% | $11,403-53.9% |