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 | $52,495 | $56,199-6.6% | $67,652-22.4% | $59,632-12.0% |
| Participation rate | 69.8% | 71.5%-1.7pp | 75.7%-5.9pp | 68.7%+1.1pp |
| Annual return | 0.67% | 18505.31%-18504.6pp | 6625.04%-6624.4pp | 2041.28%-2040.6pp |
| Employer contribution / active EE | $2,934 | $1,614+81.8% | $2,266+29.5% | $2,203+33.2% |
| Participant deferral / active EE | $5,885 | $2,844+107.0% | $3,560+65.3% | $3,192+84.4% |
| Admin fee / account holder | $16,281 | $3,958+311.3% | $4,821+237.7% | $4,297+278.9% |