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 | $67,638 | $111,814-39.5% | $103,374-34.6% | $145,959-53.7% |
| Participation rate | 35.0% | 77.9%-42.9pp | 74.5%-39.5pp | 80.3%-45.3pp |
| Annual return | 14.42% | 24.77%-10.3pp | 24.89%-10.5pp | 561.95%-547.5pp |
| Employer contribution / active EE | $1,227 | $4,214-70.9% | $3,869-68.3% | $4,661-73.7% |
| Participant deferral / active EE | $4,517 | $5,618-19.6% | $5,058-10.7% | $6,689-32.5% |
| Admin fee / account holder | $755 | $9,754-92.3% | $8,394-91.0% | $13,398-94.4% |