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 3-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 | $22,172 | $133,922-83.4% | $116,228-80.9% | $142,382-84.4% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.6%-14.6pp | 80.1%-20.1pp |
| Annual return | 20.62% | 147.76%-127.1pp | 90.06%-69.4pp | 217.08%-196.5pp |
| Employer contribution / active EE | $1,556 | $3,446-54.8% | $2,994-48.0% | $4,299-63.8% |
| Participant deferral / active EE | $4,432 | $5,672-21.9% | $4,953-10.5% | $6,507-31.9% |
| Admin fee / account holder | $1,765 | $14,945-88.2% | $11,989-85.3% | $12,624-86.0% |