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 8-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 | $36,626 | $105,181-65.2% | $159,436-77.0% | $85,850-57.3% |
| Participation rate | 66.1% | 75.8%-9.7pp | 82.8%-16.7pp | 69.3%-3.2pp |
| Annual return | 18.69% | 45.07%-26.4pp | 263.57%-244.9pp | 318.53%-299.8pp |
| Employer contribution / active EE | $3,065 | $3,318-7.6% | $4,829-36.5% | $2,565+19.5% |
| Participant deferral / active EE | $6,313 | $5,945+6.2% | $7,352-14.1% | $3,952+59.8% |
| Admin fee / account holder | $4,371 | $6,933-37.0% | $10,799-59.5% | $6,260-30.2% |