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 5-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 | $61,489 | $159,602-61.5% | $150,045-59.0% | $142,382-56.8% |
| Participation rate | 44.4% | 84.0%-39.5pp | 82.3%-37.9pp | 80.1%-35.7pp |
| Annual return | 13.92% | 70.24%-56.3pp | 62.55%-48.6pp | 217.08%-203.2pp |
| Employer contribution / active EE | $1,109 | $4,961-77.6% | $4,693-76.4% | $4,299-74.2% |
| Participant deferral / active EE | $6,042 | $8,310-27.3% | $7,997-24.5% | $6,507-7.2% |
| Admin fee / account holder | $47,440 | $14,846+219.5% | $13,435+253.1% | $12,624+275.8% |