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 9-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 | $40,634 | $110,261-63.1% | $95,745-57.6% | $139,434-70.9% |
| Participation rate | 66.7% | 75.8%-9.1pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 12.30% | 27.11%-14.8pp | 28.35%-16.1pp | 372.94%-360.6pp |
| Employer contribution / active EE | $1,481 | $3,257-54.5% | $2,835-47.8% | $4,751-68.8% |
| Participant deferral / active EE | $7,521 | $4,676+60.9% | $4,245+77.2% | $6,710+12.1% |
| Admin fee / account holder | $2,490 | $6,613-62.4% | $5,678-56.2% | $11,403-78.2% |