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 | $77,633 | $109,881-29.3% | $150,045-48.3% | $84,808-8.5% |
| Participation rate | 69.2% | 76.1%-6.9pp | 82.3%-13.1pp | 68.3%+0.9pp |
| Annual return | 75.48% | 28.25%+47.2pp | 62.55%+12.9pp | 40.90%+34.6pp |
| Employer contribution / active EE | $1,723 | $3,561-51.6% | $4,693-63.3% | $2,631-34.5% |
| Participant deferral / active EE | $6,289 | $6,636-5.2% | $7,997-21.4% | $4,212+49.3% |
| Admin fee / account holder | $1,003 | $8,568-88.3% | $13,435-92.5% | $7,344-86.3% |