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 | $38,476 | $99,921-61.5% | $85,009-54.7% | $145,959-73.6% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.8pp | 80.3%-13.6pp |
| Annual return | 11.27% | 83.89%-72.6pp | 66.47%-55.2pp | 561.95%-550.7pp |
| Employer contribution / active EE | $1,355 | $3,233-58.1% | $2,728-50.3% | $4,661-70.9% |
| Participant deferral / active EE | $1,358 | $5,293-74.3% | $4,522-70.0% | $6,689-79.7% |
| Admin fee / account holder | $10,151 | $7,252+40.0% | $6,153+65.0% | $13,398-24.2% |