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 5-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 | $76,182 | $183,592-58.5% | $155,567-51.0% | $145,959-47.8% |
| Participation rate | 33.3% | 82.7%-49.3pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 12.09% | 61.24%-49.1pp | 64.74%-52.6pp | 561.95%-549.9pp |
| Employer contribution / active EE | $1,267 | $5,315-76.2% | $4,674-72.9% | $4,661-72.8% |
| Participant deferral / active EE | $4,320 | $6,464-33.2% | $5,628-23.2% | $6,689-35.4% |
| Admin fee / account holder | $1,157 | $19,318-94.0% | $15,916-92.7% | $13,398-91.4% |