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 | $58,255 | $95,266-38.9% | $82,389-29.3% | $142,382-59.1% |
| Participation rate | 45.0% | 74.5%-29.5pp | 69.5%-24.5pp | 80.1%-35.1pp |
| Annual return | 23.06% | 25.74%-2.7pp | 28.67%-5.6pp | 217.08%-194.0pp |
| Employer contribution / active EE | $1,179 | $2,991-60.6% | $2,517-53.2% | $4,299-72.6% |
| Participant deferral / active EE | $3,935 | $4,809-18.2% | $4,155-5.3% | $6,507-39.5% |
| Admin fee / account holder | $648 | $8,563-92.4% | $7,231-91.0% | $12,624-94.9% |