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 | $26,488 | $93,571-71.7% | $135,903-80.5% | $75,163-64.8% |
| Participation rate | 51.9% | 75.2%-23.3pp | 81.9%-30.1pp | 67.2%-15.3pp |
| Annual return | 20.97% | 30.90%-9.9pp | 68.23%-47.3pp | 160.62%-139.6pp |
| Employer contribution / active EE | $1,205 | $3,537-65.9% | $4,856-75.2% | $2,670-54.9% |
| Participant deferral / active EE | $3,601 | $6,404-43.8% | $7,758-53.6% | $4,125-12.7% |
| Admin fee / account holder | $1,787 | $6,975-74.4% | $10,762-83.4% | $5,651-68.4% |