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 | $70,564 | $107,334-34.3% | $92,893-24.0% | $152,861-53.8% |
| Participation rate | 52.9% | 79.8%-26.8pp | 76.0%-23.1pp | 82.4%-29.5pp |
| Annual return | 24.17% | 145.58%-121.4pp | 109.41%-85.2pp | 345.32%-321.1pp |
| Employer contribution / active EE | $0 | $4,221-100.0% | $3,653-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,999 | $4,845-58.7% | $4,236-52.8% | $5,850-65.8% |
| Admin fee / account holder | $6,029 | $7,079-14.8% | $5,794+4.1% | $11,596-48.0% |