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 | $91,479 | $161,352-43.3% | $134,172-31.8% | $137,256-33.4% |
| Participation rate | 66.7% | 78.3%-11.6pp | 72.5%-5.8pp | 80.0%-13.3pp |
| Annual return | 14.13% | 28.72%-14.6pp | 25.30%-11.2pp | 220.34%-206.2pp |
| Employer contribution / active EE | $1,672 | $4,099-59.2% | $3,420-51.1% | $4,156-59.8% |
| Participant deferral / active EE | $4,982 | $5,552-10.3% | $4,690+6.2% | $6,407-22.2% |
| Admin fee / account holder | $492 | $15,028-96.7% | $12,016-95.9% | $12,270-96.0% |