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 | $60,986 | $111,754-45.4% | $103,333-41.0% | $145,922-58.2% |
| Participation rate | 20.8% | 77.9%-57.1pp | 74.5%-53.7pp | 80.3%-59.4pp |
| Annual return | 16.15% | 24.77%-8.6pp | 24.88%-8.7pp | 561.29%-545.1pp |
| Employer contribution / active EE | $897 | $4,212-78.7% | $3,868-76.8% | $4,660-80.8% |
| Participant deferral / active EE | $2,889 | $5,619-48.6% | $5,057-42.9% | $6,688-56.8% |
| Admin fee / account holder | $1,081 | $9,750-88.9% | $8,355-87.1% | $13,397-91.9% |