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 | $39,117 | $111,754-65.0% | $103,333-62.1% | $145,922-73.2% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 13.01% | 24.77%-11.8pp | 24.88%-11.9pp | 561.29%-548.3pp |
| Employer contribution / active EE | $1,094 | $4,212-74.0% | $3,868-71.7% | $4,660-76.5% |
| Participant deferral / active EE | $3,281 | $5,619-41.6% | $5,057-35.1% | $6,688-50.9% |
| Admin fee / account holder | $7,027 | $9,750-27.9% | $8,355-15.9% | $13,397-47.6% |