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 | $59,443 | $95,266-37.6% | $82,389-27.8% | $142,382-58.3% |
| Participation rate | 52.4% | 74.5%-22.1pp | 69.5%-17.2pp | 80.1%-27.7pp |
| Annual return | 18.02% | 25.74%-7.7pp | 28.67%-10.6pp | 217.08%-199.1pp |
| Employer contribution / active EE | $2,860 | $2,991-4.4% | $2,517+13.6% | $4,299-33.5% |
| Participant deferral / active EE | $3,645 | $4,809-24.2% | $4,155-12.3% | $6,507-44.0% |
| Admin fee / account holder | $1,524 | $8,563-82.2% | $7,231-78.9% | $12,624-87.9% |