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 | $62,574 | $111,724-44.0% | $93,606-33.2% | $145,922-57.1% |
| Participation rate | 18.8% | 74.2%-55.5pp | 68.7%-50.0pp | 80.3%-61.5pp |
| Annual return | 14.71% | 202.98%-188.3pp | 133.20%-118.5pp | 561.29%-546.6pp |
| Employer contribution / active EE | $636 | $3,090-79.4% | $2,420-73.7% | $4,660-86.4% |
| Participant deferral / active EE | $2,933 | $4,912-40.3% | $4,411-33.5% | $6,688-56.1% |
| Admin fee / account holder | $1,499 | $10,250-85.4% | $8,285-81.9% | $13,397-88.8% |