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 | $31,561 | $172,478-81.7% | $145,661-78.3% | $142,382-77.8% |
| Participation rate | 42.9% | 80.1%-37.2pp | 77.2%-34.4pp | 80.1%-37.3pp |
| Annual return | 14.37% | 151.09%-136.7pp | 101.46%-87.1pp | 217.08%-202.7pp |
| Employer contribution / active EE | $1,560 | $4,899-68.1% | $4,238-63.2% | $4,299-63.7% |
| Participant deferral / active EE | $2,955 | $8,348-64.6% | $7,198-58.9% | $6,507-54.6% |
| Admin fee / account holder | $2,278 | $16,864-86.5% | $12,466-81.7% | $12,624-82.0% |