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 | $72,515 | $112,881-35.8% | $90,951-20.3% | $158,922-54.4% |
| Participation rate | 50.0% | 74.7%-24.7pp | 69.0%-19.0pp | 82.0%-32.0pp |
| Annual return | 14.95% | 215.79%-200.8pp | 134.60%-119.7pp | 302.83%-287.9pp |
| Employer contribution / active EE | $1,457 | $2,893-49.7% | $2,122-31.4% | $4,761-69.4% |
| Participant deferral / active EE | $1,962 | $4,128-52.5% | $3,373-41.8% | $5,982-67.2% |
| Admin fee / account holder | $22,898 | $8,041+184.8% | $5,959+284.3% | $11,246+103.6% |