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 | $37,434 | $227,553-83.5% | $189,557-80.3% | $167,490-77.6% |
| Participation rate | 44.4% | 82.5%-38.0pp | 78.4%-34.0pp | 82.1%-37.7pp |
| Annual return | 17.40% | 78.40%-61.0pp | 64.17%-46.8pp | 478.56%-461.2pp |
| Employer contribution / active EE | $1,313 | $5,316-75.3% | $4,412-70.2% | $4,837-72.8% |
| Participant deferral / active EE | $5,358 | $7,002-23.5% | $6,174-13.2% | $6,341-15.5% |
| Admin fee / account holder | $14,093 | $11,878+18.7% | $9,807+43.7% | $12,309+14.5% |