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 | $19,694 | $117,983-83.3% | $101,794-80.7% | $142,382-86.2% |
| Participation rate | 44.4% | 74.2%-29.8pp | 69.2%-24.7pp | 80.1%-35.7pp |
| Annual return | 14.91% | 36.92%-22.0pp | 30.53%-15.6pp | 217.08%-202.2pp |
| Employer contribution / active EE | $1,257 | $2,773-54.7% | $2,289-45.1% | $4,299-70.8% |
| Participant deferral / active EE | $3,669 | $4,714-22.2% | $4,084-10.2% | $6,507-43.6% |
| Admin fee / account holder | $10,471 | $10,433+0.4% | $8,777+19.3% | $12,624-17.1% |