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 | $59,228 | $111,754-47.0% | $103,333-42.7% | $145,922-59.4% |
| Participation rate | 58.3% | 77.9%-19.6pp | 74.5%-16.2pp | 80.3%-21.9pp |
| Annual return | 18.80% | 24.77%-6.0pp | 24.88%-6.1pp | 561.29%-542.5pp |
| Employer contribution / active EE | $2,591 | $4,212-38.5% | $3,868-33.0% | $4,660-44.4% |
| Participant deferral / active EE | $4,999 | $5,619-11.0% | $5,057-1.2% | $6,688-25.3% |
| Admin fee / account holder | $4,555 | $9,750-53.3% | $8,355-45.5% | $13,397-66.0% |