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 | $100,108 | $158,398-36.8% | $126,539-20.9% | $142,382-29.7% |
| Participation rate | 33.3% | 75.8%-42.5pp | 69.8%-36.5pp | 80.1%-46.8pp |
| Annual return | 10.89% | 593.76%-582.9pp | 425.95%-415.1pp | 217.08%-206.2pp |
| Employer contribution / active EE | $416 | $4,650-91.1% | $3,674-88.7% | $4,299-90.3% |
| Participant deferral / active EE | $1,040 | $4,767-78.2% | $4,083-74.5% | $6,507-84.0% |
| Admin fee / account holder | $4,339 | $6,918-37.3% | $6,065-28.5% | $12,624-65.6% |