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 | $42,576 | $100,773-57.8% | $88,946-52.1% | $142,382-70.1% |
| Participation rate | 38.1% | 74.3%-36.2pp | 68.8%-30.8pp | 80.1%-42.0pp |
| Annual return | 19.77% | 70.18%-50.4pp | 57.82%-38.1pp | 217.08%-197.3pp |
| Employer contribution / active EE | $1,013 | $2,918-65.3% | $2,555-60.3% | $4,299-76.4% |
| Participant deferral / active EE | $3,527 | $5,230-32.6% | $4,581-23.0% | $6,507-45.8% |
| Admin fee / account holder | $2,777 | $9,693-71.3% | $8,261-66.4% | $12,624-78.0% |