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 | $76,861 | $83,902-8.4% | $167,512-54.1% | $84,808-9.4% |
| Participation rate | 65.2% | 66.5%-1.2pp | 77.1%-11.8pp | 68.3%-3.1pp |
| Annual return | 18.36% | 91.55%-73.2pp | 1615.79%-1597.4pp | 40.90%-22.5pp |
| Employer contribution / active EE | $1,481 | $2,264-34.6% | $3,882-61.8% | $2,631-43.7% |
| Participant deferral / active EE | $2,822 | $4,442-36.5% | $6,405-55.9% | $4,212-33.0% |
| Admin fee / account holder | $3,329 | $7,915-57.9% | $9,769-65.9% | $7,344-54.7% |