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 7-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 | $74,523 | $150,187-50.4% | $120,354-38.1% | $145,922-48.9% |
| Participation rate | 35.3% | 78.8%-43.5pp | 71.9%-36.6pp | 80.3%-45.0pp |
| Annual return | 13.87% | 154.07%-140.2pp | 107.15%-93.3pp | 561.29%-547.4pp |
| Employer contribution / active EE | $1,244 | $4,348-71.4% | $3,463-64.1% | $4,660-73.3% |
| Participant deferral / active EE | $4,434 | $6,173-28.2% | $4,991-11.2% | $6,688-33.7% |
| Admin fee / account holder | $1,920 | $12,207-84.3% | $9,423-79.6% | $13,397-85.7% |