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 | $51,625 | $93,571-44.8% | $135,903-62.0% | $75,163-31.3% |
| Participation rate | 52.1% | 75.2%-23.1pp | 81.9%-29.8pp | 67.2%-15.1pp |
| Annual return | 18.97% | 30.90%-11.9pp | 68.23%-49.3pp | 160.62%-141.6pp |
| Employer contribution / active EE | $2,928 | $3,537-17.2% | $4,856-39.7% | $2,670+9.7% |
| Participant deferral / active EE | $3,961 | $6,404-38.2% | $7,758-48.9% | $4,125-4.0% |
| Admin fee / account holder | $520 | $6,975-92.6% | $10,762-95.2% | $5,651-90.8% |