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 | $43,934 | $106,515-58.8% | $96,683-54.6% | $139,434-68.5% |
| Participation rate | 63.2% | 77.8%-14.7pp | 74.3%-11.2pp | 80.3%-17.2pp |
| Annual return | 21.26% | 38.43%-17.2pp | 35.69%-14.4pp | 372.94%-351.7pp |
| Employer contribution / active EE | $1,756 | $4,103-57.2% | $3,737-53.0% | $4,751-63.0% |
| Participant deferral / active EE | $5,643 | $5,454+3.5% | $4,878+15.7% | $6,710-15.9% |
| Admin fee / account holder | $2,019 | $7,877-74.4% | $6,730-70.0% | $11,403-82.3% |