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 | $64,003 | $133,922-52.2% | $116,228-44.9% | $142,382-55.0% |
| Participation rate | 53.8% | 77.9%-24.0pp | 74.6%-20.7pp | 80.1%-26.3pp |
| Annual return | 13.32% | 147.76%-134.4pp | 90.06%-76.7pp | 217.08%-203.8pp |
| Employer contribution / active EE | $2,518 | $3,446-26.9% | $2,994-15.9% | $4,299-41.4% |
| Participant deferral / active EE | $4,147 | $5,672-26.9% | $4,953-16.3% | $6,507-36.3% |
| Admin fee / account holder | $4,081 | $14,945-72.7% | $11,989-66.0% | $12,624-67.7% |