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 | $55,014 | $126,574-56.5% | $106,213-48.2% | $145,922-62.3% |
| Participation rate | 66.7% | 77.6%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 12.71% | 224.79%-212.1pp | 116.14%-103.4pp | 561.29%-548.6pp |
| Employer contribution / active EE | $1,567 | $3,730-58.0% | $3,171-50.6% | $4,660-66.4% |
| Participant deferral / active EE | $4,217 | $5,724-26.3% | $5,016-15.9% | $6,688-36.9% |
| Admin fee / account holder | $2,366 | $17,304-86.3% | $11,033-78.6% | $13,397-82.3% |