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 | $63,613 | $74,888-15.1% | $71,209-10.7% | $142,382-55.3% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.1%-46.8pp |
| Annual return | 17.50% | 345.14%-327.6pp | 282.51%-265.0pp | 217.08%-199.6pp |
| Employer contribution / active EE | $1,321 | $2,854-53.7% | $2,721-51.4% | $4,299-69.3% |
| Participant deferral / active EE | $1,843 | $4,454-58.6% | $4,175-55.9% | $6,507-71.7% |
| Admin fee / account holder | $1,306 | $5,568-76.6% | $5,349-75.6% | $12,624-89.7% |