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 | $45,796 | $111,724-59.0% | $93,606-51.1% | $145,922-68.6% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 8.20% | 202.98%-194.8pp | 133.20%-125.0pp | 561.29%-553.1pp |
| Employer contribution / active EE | $773 | $3,090-75.0% | $2,420-68.0% | $4,660-83.4% |
| Participant deferral / active EE | $1,922 | $4,912-60.9% | $4,411-56.4% | $6,688-71.3% |
| Admin fee / account holder | $22,194 | $10,250+116.5% | $8,285+167.9% | $13,397+65.7% |