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 | $70,364 | $183,519-61.7% | $155,509-54.8% | $145,922-51.8% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 17.25% | 61.17%-43.9pp | 64.67%-47.4pp | 561.29%-544.0pp |
| Employer contribution / active EE | $2,575 | $5,313-51.5% | $4,672-44.9% | $4,660-44.7% |
| Participant deferral / active EE | $3,219 | $6,462-50.2% | $5,626-42.8% | $6,688-51.9% |
| Admin fee / account holder | $29,329 | $19,313+51.9% | $15,912+84.3% | $13,397+118.9% |