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 | $43,133 | $111,814-61.4% | $93,654-53.9% | $145,959-70.4% |
| Participation rate | 63.6% | 74.2%-10.6pp | 68.7%-5.1pp | 80.3%-16.6pp |
| Annual return | 12.09% | 203.30%-191.2pp | 133.34%-121.2pp | 561.95%-549.9pp |
| Employer contribution / active EE | $1,274 | $3,092-58.8% | $2,421-47.4% | $4,661-72.7% |
| Participant deferral / active EE | $2,051 | $4,914-58.3% | $4,413-53.5% | $6,689-69.3% |
| Admin fee / account holder | $2,402 | $10,246-76.6% | $8,282-71.0% | $13,398-82.1% |