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 | $87,888 | $201,259-56.3% | $184,200-52.3% | $145,959-39.8% |
| Participation rate | 55.6% | 87.5%-31.9pp | 86.8%-31.3pp | 80.3%-24.7pp |
| Annual return | 22.79% | 28.98%-6.2pp | 28.80%-6.0pp | 561.95%-539.2pp |
| Employer contribution / active EE | $2,562 | $7,018-63.5% | $6,424-60.1% | $4,661-45.0% |
| Participant deferral / active EE | $5,665 | $9,806-42.2% | $9,132-38.0% | $6,689-15.3% |
| Admin fee / account holder | $1,274 | $16,372-92.2% | $13,907-90.8% | $13,398-90.5% |