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 | $63,028 | $81,625-22.8% | $167,512-62.4% | $74,304-15.2% |
| Participation rate | 46.2% | 60.0%-13.9pp | 77.1%-30.9pp | 60.3%-14.2pp |
| Annual return | 20.33% | 26.09%-5.8pp | 1615.79%-1595.5pp | 29.43%-9.1pp |
| Employer contribution / active EE | $1,370 | $2,010-31.9% | $3,882-64.7% | $2,241-38.9% |
| Participant deferral / active EE | $1,709 | $4,115-58.5% | $6,405-73.3% | $3,767-54.6% |
| Admin fee / account holder | $2,859 | $3,474-17.7% | $9,769-70.7% | $2,969-3.7% |