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 | $46,356 | $154,228-69.9% | $145,433-68.1% | $137,256-66.2% |
| Participation rate | 25.0% | 83.8%-58.8pp | 82.1%-57.1pp | 80.0%-55.0pp |
| Annual return | 16.18% | 74.59%-58.4pp | 66.58%-50.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $1,126 | $4,804-76.6% | $4,554-75.3% | $4,156-72.9% |
| Participant deferral / active EE | $3,475 | $8,216-57.7% | $7,897-56.0% | $6,407-45.8% |
| Admin fee / account holder | $439 | $14,344-96.9% | $13,129-96.7% | $12,270-96.4% |