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 | $54,547 | $124,281-56.1% | $109,143-50.0% | $167,490-67.4% |
| Participation rate | 30.0% | 79.4%-49.4pp | 75.9%-45.9pp | 82.1%-52.1pp |
| Annual return | 19.54% | 26.04%-6.5pp | 25.75%-6.2pp | 478.56%-459.0pp |
| Employer contribution / active EE | $1,075 | $4,207-74.4% | $3,722-71.1% | $4,837-77.8% |
| Participant deferral / active EE | $4,178 | $5,255-20.5% | $4,653-10.2% | $6,341-34.1% |
| Admin fee / account holder | $709 | $7,970-91.1% | $6,752-89.5% | $12,309-94.2% |