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 4-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 | $47,392 | $175,202-73.0% | $149,673-68.3% | $139,434-66.0% |
| Participation rate | 25.0% | 83.4%-58.4pp | 78.8%-53.8pp | 80.3%-55.3pp |
| Annual return | 24.57% | 166.71%-142.1pp | 134.42%-109.8pp | 372.94%-348.4pp |
| Employer contribution / active EE | $1,206 | $5,474-78.0% | $4,818-75.0% | $4,751-74.6% |
| Participant deferral / active EE | $6,563 | $6,519+0.7% | $5,680+15.5% | $6,710-2.2% |
| Admin fee / account holder | $498 | $16,150-96.9% | $13,210-96.2% | $11,403-95.6% |