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 | $36,972 | $109,881-66.4% | $150,045-75.4% | $84,808-56.4% |
| Participation rate | 58.7% | 76.1%-17.4pp | 82.3%-23.6pp | 68.3%-9.6pp |
| Annual return | 19.44% | 28.25%-8.8pp | 62.55%-43.1pp | 40.90%-21.5pp |
| Employer contribution / active EE | $1,565 | $3,561-56.1% | $4,693-66.7% | $2,631-40.5% |
| Participant deferral / active EE | $2,943 | $6,636-55.7% | $7,997-63.2% | $4,212-30.1% |
| Admin fee / account holder | $965 | $8,568-88.7% | $13,435-92.8% | $7,344-86.9% |