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 | $66,383 | $73,933-10.2% | $96,683-31.3% | $75,163-11.7% |
| Participation rate | 23.1% | 66.4%-43.3pp | 74.3%-51.3pp | 67.2%-44.1pp |
| Annual return | 28.78% | 26.70%+2.1pp | 35.69%-6.9pp | 160.62%-131.8pp |
| Employer contribution / active EE | $1,687 | $2,928-42.4% | $3,737-54.8% | $2,670-36.8% |
| Participant deferral / active EE | $2,653 | $3,659-27.5% | $4,878-45.6% | $4,125-35.7% |
| Admin fee / account holder | $3,930 | $5,216-24.7% | $6,730-41.6% | $5,651-30.5% |