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 3-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 | $46,239 | $111,724-58.6% | $93,606-50.6% | $145,922-68.3% |
| Participation rate | 47.1% | 74.2%-27.1pp | 68.7%-21.7pp | 80.3%-33.2pp |
| Annual return | 12.49% | 202.98%-190.5pp | 133.20%-120.7pp | 561.29%-548.8pp |
| Employer contribution / active EE | $2,614 | $3,090-15.4% | $2,420+8.0% | $4,660-43.9% |
| Participant deferral / active EE | $3,052 | $4,912-37.9% | $4,411-30.8% | $6,688-54.4% |
| Admin fee / account holder | $5,757 | $10,250-43.8% | $8,285-30.5% | $13,397-57.0% |