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 | $68,768 | $114,047-39.7% | $96,139-28.5% | $167,490-58.9% |
| Participation rate | 37.5% | 75.1%-37.6pp | 68.4%-30.9pp | 82.1%-44.6pp |
| Annual return | 15.31% | 189.88%-174.6pp | 191.94%-176.6pp | 478.56%-463.2pp |
| Employer contribution / active EE | $1,094 | $3,427-68.1% | $2,797-60.9% | $4,837-77.4% |
| Participant deferral / active EE | $2,284 | $5,194-56.0% | $4,349-47.5% | $6,341-64.0% |
| Admin fee / account holder | $764 | $6,897-88.9% | $5,537-86.2% | $12,309-93.8% |