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 | $54,479 | $101,317-46.2% | $146,958-62.9% | $74,495-26.9% |
| Participation rate | 33.5% | 75.5%-42.0pp | 82.2%-48.7pp | 67.2%-33.7pp |
| Annual return | 23.65% | 8730.91%-8707.3pp | 418.34%-394.7pp | 1364.94%-1341.3pp |
| Employer contribution / active EE | $1,672 | $3,810-56.1% | $4,933-66.1% | $2,623-36.2% |
| Participant deferral / active EE | $3,706 | $7,303-49.3% | $8,070-54.1% | $4,346-14.7% |
| Admin fee / account holder | $3,365 | $1,739+93.5% | $12,998-74.1% | $1,942+73.3% |