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 | $35,460 | $133,922-73.5% | $116,228-69.5% | $142,382-75.1% |
| Participation rate | 20.0% | 77.9%-57.9pp | 74.6%-54.6pp | 80.1%-60.1pp |
| Annual return | 88.56% | 147.76%-59.2pp | 90.06%-1.5pp | 217.08%-128.5pp |
| Employer contribution / active EE | $760 | $3,446-77.9% | $2,994-74.6% | $4,299-82.3% |
| Participant deferral / active EE | $1,868 | $5,672-67.1% | $4,953-62.3% | $6,507-71.3% |
| Admin fee / account holder | $10,688 | $14,945-28.5% | $11,989-10.8% | $12,624-15.3% |