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 | $7,388 | $97,125-92.4% | $86,233-91.4% | $137,256-94.6% |
| Participation rate | 58.3% | 74.2%-15.9pp | 69.0%-10.7pp | 80.0%-21.6pp |
| Annual return | 17.84% | 74.19%-56.3pp | 61.39%-43.5pp | 220.34%-202.5pp |
| Employer contribution / active EE | $1,412 | $2,841-50.3% | $2,504-43.6% | $4,156-66.0% |
| Participant deferral / active EE | $1,495 | $5,180-71.1% | $4,559-67.2% | $6,407-76.7% |
| Admin fee / account holder | $6,243 | $9,725-35.8% | $8,342-25.2% | $12,270-49.1% |