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 7-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 | $69,283 | $165,984-58.3% | $164,813-58.0% | $145,922-52.5% |
| Participation rate | 41.7% | 82.0%-40.3pp | 78.6%-36.9pp | 80.3%-38.6pp |
| Annual return | 15.15% | 100.03%-84.9pp | 69.93%-54.8pp | 561.29%-546.1pp |
| Employer contribution / active EE | $1,178 | $5,273-77.7% | $4,341-72.9% | $4,660-74.7% |
| Participant deferral / active EE | $7,100 | $6,959+2.0% | $6,031+17.7% | $6,688+6.2% |
| Admin fee / account holder | $11,419 | $16,648-31.4% | $12,690-10.0% | $13,397-14.8% |