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 | $34,566 | $110,257-68.6% | $96,544-64.2% | $139,434-75.2% |
| Participation rate | 62.5% | 78.1%-15.6pp | 76.0%-13.5pp | 80.3%-17.8pp |
| Annual return | 14.64% | 26.32%-11.7pp | 25.84%-11.2pp | 372.94%-358.3pp |
| Employer contribution / active EE | $2,807 | $3,620-22.4% | $2,965-5.3% | $4,751-40.9% |
| Participant deferral / active EE | $3,763 | $5,548-32.2% | $4,851-22.4% | $6,710-43.9% |
| Admin fee / account holder | $1,910 | $11,591-83.5% | $8,252-76.9% | $11,403-83.3% |