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 | $54,817 | $91,552-40.1% | $133,956-59.1% | $79,858-31.4% |
| Participation rate | 50.0% | 73.3%-23.3pp | 79.8%-29.8pp | 69.6%-19.6pp |
| Annual return | 17.85% | 61.85%-44.0pp | 45.09%-27.2pp | 31.71%-13.9pp |
| Employer contribution / active EE | $1,776 | $2,384-25.5% | $3,919-54.7% | $2,471-28.1% |
| Participant deferral / active EE | $2,839 | $3,733-24.0% | $5,048-43.8% | $3,740-24.1% |
| Admin fee / account holder | $2,286 | $6,321-63.8% | $8,927-74.4% | $5,306-56.9% |