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 | $23,365 | $110,257-78.8% | $96,544-75.8% | $139,434-83.2% |
| Participation rate | 57.9% | 78.1%-20.2pp | 76.0%-18.1pp | 80.3%-22.4pp |
| Annual return | 21.45% | 26.32%-4.9pp | 25.84%-4.4pp | 372.94%-351.5pp |
| Employer contribution / active EE | $1,662 | $3,620-54.1% | $2,965-44.0% | $4,751-65.0% |
| Participant deferral / active EE | $2,175 | $5,548-60.8% | $4,851-55.2% | $6,710-67.6% |
| Admin fee / account holder | $884 | $11,591-92.4% | $8,252-89.3% | $11,403-92.3% |