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 | $35,702 | $165,984-78.5% | $164,813-78.3% | $145,922-75.5% |
| Participation rate | 68.8% | 82.0%-13.3pp | 78.6%-9.9pp | 80.3%-11.5pp |
| Annual return | 14.95% | 100.03%-85.1pp | 69.93%-55.0pp | 561.29%-546.3pp |
| Employer contribution / active EE | $3,015 | $5,273-42.8% | $4,341-30.5% | $4,660-35.3% |
| Participant deferral / active EE | $5,965 | $6,959-14.3% | $6,031-1.1% | $6,688-10.8% |
| Admin fee / account holder | $2,202 | $16,648-86.8% | $12,690-82.6% | $13,397-83.6% |