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 | $38,624 | $154,117-74.9% | $129,995-70.3% | $139,434-72.3% |
| Participation rate | 58.8% | 82.0%-23.1pp | 78.5%-19.7pp | 80.3%-21.5pp |
| Annual return | 16.07% | 32.48%-16.4pp | -137.18%+153.2pp | 372.94%-356.9pp |
| Employer contribution / active EE | $1,893 | $5,289-64.2% | $4,320-56.2% | $4,751-60.1% |
| Participant deferral / active EE | $3,315 | $6,710-50.6% | $5,820-43.0% | $6,710-50.6% |
| Admin fee / account holder | $3,486 | $14,007-75.1% | $10,614-67.2% | $11,403-69.4% |