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 | $89,279 | $100,773-11.4% | $88,946+0.4% | $142,382-37.3% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.8%-2.2pp | 80.1%-13.5pp |
| Annual return | 13.35% | 70.18%-56.8pp | 57.82%-44.5pp | 217.08%-203.7pp |
| Employer contribution / active EE | $764 | $2,918-73.8% | $2,555-70.1% | $4,299-82.2% |
| Participant deferral / active EE | $5,727 | $5,230+9.5% | $4,581+25.0% | $6,507-12.0% |
| Admin fee / account holder | $1,941 | $9,693-80.0% | $8,261-76.5% | $12,624-84.6% |