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 | $40,404 | $53,516-24.5% | $126,539-68.1% | $84,808-52.4% |
| Participation rate | 35.9% | 58.2%-22.4pp | 69.8%-33.9pp | 68.3%-32.4pp |
| Annual return | 13.91% | 58.34%-44.4pp | 425.95%-412.0pp | 40.90%-27.0pp |
| Employer contribution / active EE | $374 | $1,535-75.6% | $3,674-89.8% | $2,631-85.8% |
| Participant deferral / active EE | $1,399 | $2,671-47.6% | $4,083-65.7% | $4,212-66.8% |
| Admin fee / account holder | $371 | $4,497-91.8% | $6,065-93.9% | $7,344-95.0% |