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 | $23,906 | $124,281-80.8% | $109,143-78.1% | $167,490-85.7% |
| Participation rate | 25.0% | 79.4%-54.4pp | 75.9%-50.9pp | 82.1%-57.1pp |
| Annual return | 18.51% | 26.04%-7.5pp | 25.75%-7.2pp | 478.56%-460.1pp |
| Employer contribution / active EE | $3,015 | $4,207-28.4% | $3,722-19.0% | $4,837-37.7% |
| Participant deferral / active EE | $6,012 | $5,255+14.4% | $4,653+29.2% | $6,341-5.2% |
| Admin fee / account holder | $6,596 | $7,970-17.2% | $6,752-2.3% | $12,309-46.4% |