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 | $19,037 | $124,281-84.7% | $109,143-82.6% | $167,490-88.6% |
| Participation rate | 63.6% | 79.4%-15.8pp | 75.9%-12.2pp | 82.1%-18.5pp |
| Annual return | 17.27% | 26.04%-8.8pp | 25.75%-8.5pp | 478.56%-461.3pp |
| Employer contribution / active EE | $2,136 | $4,207-49.2% | $3,722-42.6% | $4,837-55.9% |
| Participant deferral / active EE | $4,804 | $5,255-8.6% | $4,653+3.2% | $6,341-24.2% |
| Admin fee / account holder | $1,584 | $7,970-80.1% | $6,752-76.5% | $12,309-87.1% |