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 | $72,487 | $214,378-66.2% | $200,582-63.9% | $142,382-49.1% |
| Participation rate | 69.6% | 87.4%-17.9pp | 86.9%-17.3pp | 80.1%-10.6pp |
| Annual return | 13.64% | 46.41%-32.8pp | 42.33%-28.7pp | 217.08%-203.4pp |
| Employer contribution / active EE | $3,844 | $6,841-43.8% | $6,419-40.1% | $4,299-10.6% |
| Participant deferral / active EE | $8,444 | $9,865-14.4% | $9,331-9.5% | $6,507+29.8% |
| Admin fee / account holder | $9,111 | $17,692-48.5% | $16,305-44.1% | $12,624-27.8% |