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 | $102,153 | $163,101-37.4% | $136,749-25.3% | $142,382-28.3% |
| Participation rate | 22.2% | 78.2%-56.0pp | 72.1%-49.9pp | 80.1%-57.9pp |
| Annual return | 17.12% | 27.54%-10.4pp | 24.33%-7.2pp | 217.08%-200.0pp |
| Employer contribution / active EE | $0 | $4,117-100.0% | $3,400-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,611 | $5,585-53.2% | $4,692-44.4% | $6,507-59.9% |
| Admin fee / account holder | $1,729 | $14,318-87.9% | $11,386-84.8% | $12,624-86.3% |