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 | $48,371 | $227,553-78.7% | $189,557-74.5% | $167,490-71.1% |
| Participation rate | 63.6% | 82.5%-18.9pp | 78.4%-14.8pp | 82.1%-18.5pp |
| Annual return | 16.30% | 78.40%-62.1pp | 64.17%-47.9pp | 478.56%-462.3pp |
| Employer contribution / active EE | $1,992 | $5,316-62.5% | $4,412-54.8% | $4,837-58.8% |
| Participant deferral / active EE | $9,091 | $7,002+29.8% | $6,174+47.3% | $6,341+43.4% |
| Admin fee / account holder | $5,034 | $11,878-57.6% | $9,807-48.7% | $12,309-59.1% |