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 | $21,540 | $95,561-77.5% | $77,163-72.1% | $139,434-84.6% |
| Participation rate | 66.7% | 73.9%-7.3pp | 69.6%-2.9pp | 80.3%-13.7pp |
| Annual return | 25.21% | 54.92%-29.7pp | 37.87%-12.7pp | 372.94%-347.7pp |
| Employer contribution / active EE | $1,178 | $3,147-62.6% | $2,535-53.5% | $4,751-75.2% |
| Participant deferral / active EE | $1,457 | $4,624-68.5% | $3,833-62.0% | $6,710-78.3% |
| Admin fee / account holder | $405 | $8,295-95.1% | $5,472-92.6% | $11,403-96.4% |