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 | $37,934 | $85,022-55.4% | $70,515-46.2% | $139,434-72.8% |
| Participation rate | 69.2% | 73.9%-4.7pp | 68.3%+0.9pp | 80.3%-11.1pp |
| Annual return | 19.09% | 30.38%-11.3pp | 32.77%-13.7pp | 372.94%-353.9pp |
| Employer contribution / active EE | $1,575 | $3,909-59.7% | $2,973-47.0% | $4,751-66.8% |
| Participant deferral / active EE | $5,830 | $5,890-1.0% | $4,567+27.7% | $6,710-13.1% |
| Admin fee / account holder | $1,176 | $8,906-86.8% | $6,412-81.7% | $11,403-89.7% |