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 | $64,892 | $109,327-40.6% | $89,391-27.4% | $158,922-59.2% |
| Participation rate | 58.3% | 74.3%-15.9pp | 68.0%-9.6pp | 82.0%-23.6pp |
| Annual return | 20.30% | 345.68%-325.4pp | 245.62%-225.3pp | 302.83%-282.5pp |
| Employer contribution / active EE | $2,368 | $3,170-25.3% | $2,586-8.4% | $4,761-50.3% |
| Participant deferral / active EE | $5,549 | $4,598+20.7% | $3,890+42.7% | $5,982-7.2% |
| Admin fee / account holder | $717 | $6,153-88.4% | $4,881-85.3% | $11,246-93.6% |