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 | $69,148 | $99,985-30.8% | $146,665-52.9% | $85,850-19.5% |
| Participation rate | 51.4% | 73.1%-21.6pp | 80.1%-28.6pp | 69.3%-17.9pp |
| Annual return | 13.74% | 18.93%-5.2pp | 22.74%-9.0pp | 318.53%-304.8pp |
| Employer contribution / active EE | $1,348 | $2,559-47.3% | $4,136-67.4% | $2,565-47.5% |
| Participant deferral / active EE | $2,105 | $4,006-47.4% | $5,506-61.8% | $3,952-46.7% |
| Admin fee / account holder | $4,513 | $7,702-41.4% | $10,280-56.1% | $6,260-27.9% |