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 | $64,502 | $110,257-41.5% | $96,544-33.2% | $139,434-53.7% |
| Participation rate | 64.3% | 78.1%-13.8pp | 76.0%-11.7pp | 80.3%-16.0pp |
| Annual return | 60.80% | 26.32%+34.5pp | 25.84%+35.0pp | 372.94%-312.1pp |
| Employer contribution / active EE | $3,234 | $3,620-10.7% | $2,965+9.1% | $4,751-31.9% |
| Participant deferral / active EE | $6,308 | $5,548+13.7% | $4,851+30.0% | $6,710-6.0% |
| Admin fee / account holder | $1,504 | $11,591-87.0% | $8,252-81.8% | $11,403-86.8% |