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 | $53,590 | $105,126-49.0% | $94,646-43.4% | $139,434-61.6% |
| Participation rate | 60.0% | 82.4%-22.4pp | 80.8%-20.8pp | 80.3%-20.3pp |
| Annual return | 19.85% | 38.03%-18.2pp | 156.71%-136.9pp | 372.94%-353.1pp |
| Employer contribution / active EE | $998 | $4,106-75.7% | $3,672-72.8% | $4,751-79.0% |
| Participant deferral / active EE | $12,410 | $7,599+63.3% | $7,418+67.3% | $6,710+84.9% |
| Admin fee / account holder | $509 | $8,984-94.3% | $7,231-93.0% | $11,403-95.5% |