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 | $54,852 | $124,281-55.9% | $109,143-49.7% | $167,490-67.3% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.9%-15.9pp | 82.1%-22.1pp |
| Annual return | 19.73% | 26.04%-6.3pp | 25.75%-6.0pp | 478.56%-458.8pp |
| Employer contribution / active EE | $1,705 | $4,207-59.5% | $3,722-54.2% | $4,837-64.8% |
| Participant deferral / active EE | $6,620 | $5,255+26.0% | $4,653+42.3% | $6,341+4.4% |
| Admin fee / account holder | $669 | $7,970-91.6% | $6,752-90.1% | $12,309-94.6% |