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 3-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 | $24,633 | $175,202-85.9% | $149,673-83.5% | $139,434-82.3% |
| Participation rate | 55.6% | 83.4%-27.8pp | 78.8%-23.2pp | 80.3%-24.8pp |
| Annual return | 29.52% | 166.71%-137.2pp | 134.42%-104.9pp | 372.94%-343.4pp |
| Employer contribution / active EE | $3,575 | $5,474-34.7% | $4,818-25.8% | $4,751-24.8% |
| Participant deferral / active EE | $5,498 | $6,519-15.7% | $5,680-3.2% | $6,710-18.1% |
| Admin fee / account holder | $5,782 | $16,150-64.2% | $13,210-56.2% | $11,403-49.3% |