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 4-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 | $104,619 | $175,202-40.3% | $149,673-30.1% | $139,434-25.0% |
| Participation rate | 56.5% | 83.4%-26.9pp | 78.8%-22.2pp | 80.3%-23.8pp |
| Annual return | 22.60% | 166.71%-144.1pp | 134.42%-111.8pp | 372.94%-350.3pp |
| Employer contribution / active EE | $1,161 | $5,474-78.8% | $4,818-75.9% | $4,751-75.6% |
| Participant deferral / active EE | $1,982 | $6,519-69.6% | $5,680-65.1% | $6,710-70.5% |
| Admin fee / account holder | $1,376 | $16,150-91.5% | $13,210-89.6% | $11,403-87.9% |