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 | $65,830 | $114,381-42.4% | $107,525-38.8% | $142,382-53.8% |
| Participation rate | 68.2% | 78.1%-10.0pp | 75.1%-6.9pp | 80.1%-11.9pp |
| Annual return | 17.57% | 242.71%-225.1pp | 181.32%-163.7pp | 217.08%-199.5pp |
| Employer contribution / active EE | $1,496 | $4,015-62.7% | $3,754-60.1% | $4,299-65.2% |
| Participant deferral / active EE | $4,172 | $5,564-25.0% | $5,116-18.4% | $6,507-35.9% |
| Admin fee / account holder | $5,674 | $9,860-42.5% | $8,919-36.4% | $12,624-55.0% |