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 | $53,123 | $165,984-68.0% | $164,813-67.8% | $145,922-63.6% |
| Participation rate | 41.2% | 82.0%-40.8pp | 78.6%-37.4pp | 80.3%-39.1pp |
| Annual return | 13.04% | 100.03%-87.0pp | 69.93%-56.9pp | 561.29%-548.2pp |
| Employer contribution / active EE | $1,897 | $5,273-64.0% | $4,341-56.3% | $4,660-59.3% |
| Participant deferral / active EE | $3,302 | $6,959-52.6% | $6,031-45.3% | $6,688-50.6% |
| Admin fee / account holder | $7,136 | $16,648-57.1% | $12,690-43.8% | $13,397-46.7% |