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 | $26,197 | $99,921-73.8% | $85,009-69.2% | $145,959-82.1% |
| Participation rate | 69.2% | 74.1%-4.9pp | 67.5%+1.7pp | 80.3%-11.1pp |
| Annual return | 12.19% | 83.89%-71.7pp | 66.47%-54.3pp | 561.95%-549.8pp |
| Employer contribution / active EE | $1,314 | $3,233-59.4% | $2,728-51.9% | $4,661-71.8% |
| Participant deferral / active EE | $4,201 | $5,293-20.6% | $4,522-7.1% | $6,689-37.2% |
| Admin fee / account holder | $4,609 | $7,252-36.4% | $6,153-25.1% | $13,398-65.6% |