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 | $60,496 | $109,327-44.7% | $89,391-32.3% | $158,922-61.9% |
| Participation rate | 28.6% | 74.3%-45.7pp | 68.0%-39.4pp | 82.0%-53.4pp |
| Annual return | 12.74% | 345.68%-332.9pp | 245.62%-232.9pp | 302.83%-290.1pp |
| Employer contribution / active EE | $448 | $3,170-85.9% | $2,586-82.7% | $4,761-90.6% |
| Participant deferral / active EE | $3,926 | $4,598-14.6% | $3,890+0.9% | $5,982-34.4% |
| Admin fee / account holder | $1,469 | $6,153-76.1% | $4,881-69.9% | $11,246-86.9% |