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 | $33,227 | $106,515-68.8% | $96,683-65.6% | $139,434-76.2% |
| Participation rate | 53.3% | 77.8%-24.5pp | 74.3%-21.0pp | 80.3%-27.0pp |
| Annual return | 22.51% | 38.43%-15.9pp | 35.69%-13.2pp | 372.94%-350.4pp |
| Employer contribution / active EE | $2,106 | $4,103-48.7% | $3,737-43.6% | $4,751-55.7% |
| Participant deferral / active EE | $3,839 | $5,454-29.6% | $4,878-21.3% | $6,710-42.8% |
| Admin fee / account holder | $2,402 | $7,877-69.5% | $6,730-64.3% | $11,403-78.9% |