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 | $79,351 | $183,519-56.8% | $155,509-49.0% | $145,922-45.6% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 26.45% | 61.17%-34.7pp | 64.67%-38.2pp | 561.29%-534.8pp |
| Employer contribution / active EE | $3,870 | $5,313-27.2% | $4,672-17.2% | $4,660-17.0% |
| Participant deferral / active EE | $6,228 | $6,462-3.6% | $5,626+10.7% | $6,688-6.9% |
| Admin fee / account holder | $2,562 | $19,313-86.7% | $15,912-83.9% | $13,397-80.9% |