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 5-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 | $23,814 | $106,515-77.6% | $96,683-75.4% | $139,434-82.9% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 26.09% | 38.43%-12.3pp | 35.69%-9.6pp | 372.94%-346.8pp |
| Employer contribution / active EE | $3,063 | $4,103-25.4% | $3,737-18.0% | $4,751-35.5% |
| Participant deferral / active EE | $13,273 | $5,454+143.4% | $4,878+172.1% | $6,710+97.8% |
| Admin fee / account holder | $2,596 | $7,877-67.0% | $6,730-61.4% | $11,403-77.2% |