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 | $37,088 | $114,381-67.6% | $107,525-65.5% | $142,382-74.0% |
| Participation rate | 47.4% | 78.1%-30.8pp | 75.1%-27.7pp | 80.1%-32.8pp |
| Annual return | 20.47% | 242.71%-222.2pp | 181.32%-160.8pp | 217.08%-196.6pp |
| Employer contribution / active EE | $1,538 | $4,015-61.7% | $3,754-59.0% | $4,299-64.2% |
| Participant deferral / active EE | $2,350 | $5,564-57.8% | $5,116-54.1% | $6,507-63.9% |
| Admin fee / account holder | $982 | $9,860-90.0% | $8,919-89.0% | $12,624-92.2% |