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 | $43,984 | $106,515-58.7% | $96,683-54.5% | $139,434-68.5% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 13.72% | 38.43%-24.7pp | 35.69%-22.0pp | 372.94%-359.2pp |
| Employer contribution / active EE | $3,484 | $4,103-15.1% | $3,737-6.8% | $4,751-26.7% |
| Participant deferral / active EE | $5,915 | $5,454+8.4% | $4,878+21.2% | $6,710-11.9% |
| Admin fee / account holder | $13,020 | $7,877+65.3% | $6,730+93.5% | $11,403+14.2% |