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 | $48,594 | $111,814-56.5% | $103,374-53.0% | $145,959-66.7% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.1pp |
| Annual return | 22.95% | 24.77%-1.8pp | 24.89%-1.9pp | 561.95%-539.0pp |
| Employer contribution / active EE | $2,598 | $4,214-38.3% | $3,869-32.8% | $4,661-44.3% |
| Participant deferral / active EE | $3,723 | $5,618-33.7% | $5,058-26.4% | $6,689-44.3% |
| Admin fee / account holder | $1,930 | $9,754-80.2% | $8,394-77.0% | $13,398-85.6% |