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 | $26,983 | $110,257-75.5% | $96,544-72.1% | $139,434-80.6% |
| Participation rate | 62.5% | 78.1%-15.6pp | 76.0%-13.5pp | 80.3%-17.8pp |
| Annual return | 19.56% | 26.32%-6.8pp | 25.84%-6.3pp | 372.94%-353.4pp |
| Employer contribution / active EE | $1,335 | $3,620-63.1% | $2,965-55.0% | $4,751-71.9% |
| Participant deferral / active EE | $2,909 | $5,548-47.6% | $4,851-40.0% | $6,710-56.6% |
| Admin fee / account holder | $4,904 | $11,591-57.7% | $8,252-40.6% | $11,403-57.0% |