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 8-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 | $68,171 | $111,754-39.0% | $103,333-34.0% | $145,922-53.3% |
| Participation rate | 52.9% | 77.9%-25.0pp | 74.5%-21.6pp | 80.3%-27.3pp |
| Annual return | 10.25% | 24.77%-14.5pp | 24.88%-14.6pp | 561.29%-551.0pp |
| Employer contribution / active EE | $3,067 | $4,212-27.2% | $3,868-20.7% | $4,660-34.2% |
| Participant deferral / active EE | $7,136 | $5,619+27.0% | $5,057+41.1% | $6,688+6.7% |
| Admin fee / account holder | $4,094 | $9,750-58.0% | $8,355-51.0% | $13,397-69.4% |