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 | $44,669 | $166,020-73.1% | $164,866-72.9% | $145,959-69.4% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 9.30% | 100.08%-90.8pp | 69.97%-60.7pp | 561.95%-552.6pp |
| Employer contribution / active EE | $1,852 | $5,275-64.9% | $4,343-57.3% | $4,661-60.3% |
| Participant deferral / active EE | $3,251 | $6,961-53.3% | $6,033-46.1% | $6,689-51.4% |
| Admin fee / account holder | $8,072 | $16,644-51.5% | $12,689-36.4% | $13,398-39.7% |