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 | $29,788 | $176,812-83.2% | $146,665-79.7% | $167,490-82.2% |
| Participation rate | 50.0% | 83.6%-33.6pp | 80.1%-30.1pp | 82.1%-32.1pp |
| Annual return | 15.51% | 24.03%-8.5pp | 22.74%-7.2pp | 478.56%-463.1pp |
| Employer contribution / active EE | $1,787 | $5,160-65.4% | $4,136-56.8% | $4,837-63.1% |
| Participant deferral / active EE | $3,618 | $6,440-43.8% | $5,506-34.3% | $6,341-42.9% |
| Admin fee / account holder | $2,286 | $13,259-82.8% | $10,280-77.8% | $12,309-81.4% |