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 | $57,576 | $74,888-23.1% | $71,209-19.1% | $142,382-59.6% |
| Participation rate | 43.8% | 76.2%-32.5pp | 73.8%-30.0pp | 80.1%-36.4pp |
| Annual return | 16.48% | 345.14%-328.7pp | 282.51%-266.0pp | 217.08%-200.6pp |
| Employer contribution / active EE | $1,731 | $2,854-39.4% | $2,721-36.4% | $4,299-59.7% |
| Participant deferral / active EE | $4,886 | $4,454+9.7% | $4,175+17.0% | $6,507-24.9% |
| Admin fee / account holder | $2,591 | $5,568-53.5% | $5,349-51.6% | $12,624-79.5% |