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 9-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 | $27,396 | $154,117-82.2% | $129,995-78.9% | $139,434-80.4% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.5%-28.5pp | 80.3%-30.3pp |
| Annual return | 17.66% | 32.48%-14.8pp | -137.18%+154.8pp | 372.94%-355.3pp |
| Employer contribution / active EE | $1,313 | $5,289-75.2% | $4,320-69.6% | $4,751-72.4% |
| Participant deferral / active EE | $3,171 | $6,710-52.7% | $5,820-45.5% | $6,710-52.7% |
| Admin fee / account holder | $16,921 | $14,007+20.8% | $10,614+59.4% | $11,403+48.4% |