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 | $34,210 | $78,672-56.5% | $109,143-68.7% | $85,850-60.2% |
| Participation rate | 55.1% | 68.3%-13.2pp | 75.9%-20.8pp | 69.3%-14.3pp |
| Annual return | 20.54% | 25.09%-4.5pp | 25.75%-5.2pp | 318.53%-298.0pp |
| Employer contribution / active EE | $1,596 | $2,735-41.7% | $3,722-57.1% | $2,565-37.8% |
| Participant deferral / active EE | $6,069 | $3,467+75.0% | $4,653+30.4% | $3,952+53.6% |
| Admin fee / account holder | $727 | $5,469-86.7% | $6,752-89.2% | $6,260-88.4% |