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 7-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 | $69,086 | $99,877-30.8% | $84,966-18.7% | $145,922-52.7% |
| Participation rate | 42.1% | 74.1%-32.0pp | 67.5%-25.4pp | 80.3%-38.2pp |
| Annual return | 11.44% | 83.76%-72.3pp | 66.38%-54.9pp | 561.29%-549.8pp |
| Employer contribution / active EE | $1,535 | $3,231-52.5% | $2,727-43.7% | $4,660-67.1% |
| Participant deferral / active EE | $5,009 | $5,291-5.3% | $4,519+10.8% | $6,688-25.1% |
| Admin fee / account holder | $9,177 | $7,248+26.6% | $6,149+49.2% | $13,397-31.5% |