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 | $50,581 | $165,335-69.4% | $149,696-66.2% | $158,922-68.2% |
| Participation rate | 61.9% | 84.6%-22.7pp | 82.5%-20.6pp | 82.0%-20.1pp |
| Annual return | 19.87% | 348.15%-328.3pp | 276.60%-256.7pp | 302.83%-283.0pp |
| Employer contribution / active EE | $2,151 | $5,103-57.8% | $4,644-53.7% | $4,761-54.8% |
| Participant deferral / active EE | $4,779 | $7,181-33.5% | $6,842-30.1% | $5,982-20.1% |
| Admin fee / account holder | $4,320 | $10,807-60.0% | $9,309-53.6% | $11,246-61.6% |