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 | $68,968 | $114,047-39.5% | $96,139-28.3% | $167,490-58.8% |
| Participation rate | 63.6% | 75.1%-11.4pp | 68.4%-4.8pp | 82.1%-18.5pp |
| Annual return | 24.82% | 189.88%-165.1pp | 191.94%-167.1pp | 478.56%-453.7pp |
| Employer contribution / active EE | $1,773 | $3,427-48.3% | $2,797-36.6% | $4,837-63.3% |
| Participant deferral / active EE | $4,943 | $5,194-4.8% | $4,349+13.7% | $6,341-22.0% |
| Admin fee / account holder | $410 | $6,897-94.1% | $5,537-92.6% | $12,309-96.7% |