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 | $30,682 | $175,202-82.5% | $149,673-79.5% | $139,434-78.0% |
| Participation rate | 54.5% | 83.4%-28.8pp | 78.8%-24.2pp | 80.3%-25.8pp |
| Annual return | 21.70% | 166.71%-145.0pp | 134.42%-112.7pp | 372.94%-351.2pp |
| Employer contribution / active EE | $1,237 | $5,474-77.4% | $4,818-74.3% | $4,751-74.0% |
| Participant deferral / active EE | $5,117 | $6,519-21.5% | $5,680-9.9% | $6,710-23.7% |
| Admin fee / account holder | $3,958 | $16,150-75.5% | $13,210-70.0% | $11,403-65.3% |