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 | $103,856 | $154,117-32.6% | $129,995-20.1% | $139,434-25.5% |
| Participation rate | 55.6% | 82.0%-26.4pp | 78.5%-22.9pp | 80.3%-24.8pp |
| Annual return | 24.09% | 32.48%-8.4pp | -137.18%+161.3pp | 372.94%-348.8pp |
| Employer contribution / active EE | $3,061 | $5,289-42.1% | $4,320-29.1% | $4,751-35.6% |
| Participant deferral / active EE | $5,343 | $6,710-20.4% | $5,820-8.2% | $6,710-20.4% |
| Admin fee / account holder | $844 | $14,007-94.0% | $10,614-92.0% | $11,403-92.6% |