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 | $31,872 | $106,515-70.1% | $96,683-67.0% | $139,434-77.1% |
| Participation rate | 53.8% | 77.8%-24.0pp | 74.3%-20.5pp | 80.3%-26.5pp |
| Annual return | 26.60% | 38.43%-11.8pp | 35.69%-9.1pp | 372.94%-346.3pp |
| Employer contribution / active EE | $1,451 | $4,103-64.6% | $3,737-61.2% | $4,751-69.5% |
| Participant deferral / active EE | $2,542 | $5,454-53.4% | $4,878-47.9% | $6,710-62.1% |
| Admin fee / account holder | $1,388 | $7,877-82.4% | $6,730-79.4% | $11,403-87.8% |