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 | $37,902 | $104,974-63.9% | $95,585-60.3% | $142,382-73.4% |
| Participation rate | 62.5% | 75.0%-12.5pp | 72.1%-9.6pp | 80.1%-17.6pp |
| Annual return | 17.96% | 210.33%-192.4pp | 38.56%-20.6pp | 217.08%-199.1pp |
| Employer contribution / active EE | $1,995 | $2,779-28.2% | $2,527-21.1% | $4,299-53.6% |
| Participant deferral / active EE | $5,156 | $4,352+18.5% | $4,023+28.2% | $6,507-20.8% |
| Admin fee / account holder | $1,309 | $6,386-79.5% | $6,127-78.6% | $12,624-89.6% |