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 8-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 | $53,947 | $107,334-49.7% | $92,893-41.9% | $152,861-64.7% |
| Participation rate | 56.3% | 79.8%-23.5pp | 76.0%-19.8pp | 82.4%-26.2pp |
| Annual return | 23.60% | 145.58%-122.0pp | 109.41%-85.8pp | 345.32%-321.7pp |
| Employer contribution / active EE | $2,985 | $4,221-29.3% | $3,653-18.3% | $4,762-37.3% |
| Participant deferral / active EE | $5,968 | $4,845+23.2% | $4,236+40.9% | $5,850+2.0% |
| Admin fee / account holder | $9,408 | $7,079+32.9% | $5,794+62.4% | $11,596-18.9% |