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 | $35,334 | $98,750-64.2% | $149,696-76.4% | $79,858-55.8% |
| Participation rate | 63.5% | 75.8%-12.3pp | 82.5%-19.0pp | 69.6%-6.2pp |
| Annual return | 19.75% | 27.43%-7.7pp | 276.60%-256.8pp | 31.71%-12.0pp |
| Employer contribution / active EE | $1,396 | $3,216-56.6% | $4,644-69.9% | $2,471-43.5% |
| Participant deferral / active EE | $5,756 | $5,680+1.3% | $6,842-15.9% | $3,740+53.9% |
| Admin fee / account holder | $1,725 | $6,053-71.5% | $9,309-81.5% | $5,306-67.5% |