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 5-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 | $22,235 | $124,425-82.1% | $112,040-80.2% | $137,256-83.8% |
| Participation rate | 66.7% | 79.3%-12.6pp | 76.5%-9.8pp | 80.0%-13.3pp |
| Annual return | 20.63% | 24.72%-4.1pp | 24.52%-3.9pp | 220.34%-199.7pp |
| Employer contribution / active EE | $1,206 | $3,411-64.7% | $2,954-59.2% | $4,156-71.0% |
| Participant deferral / active EE | $2,070 | $5,718-63.8% | $5,098-59.4% | $6,407-67.7% |
| Admin fee / account holder | $2,360 | $15,207-84.5% | $12,098-80.5% | $12,270-80.8% |