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 | $51,584 | $95,266-45.9% | $82,389-37.4% | $142,382-63.8% |
| Participation rate | 30.0% | 74.5%-44.5pp | 69.5%-39.5pp | 80.1%-50.1pp |
| Annual return | 13.81% | 25.74%-11.9pp | 28.67%-14.9pp | 217.08%-203.3pp |
| Employer contribution / active EE | $1,052 | $2,991-64.8% | $2,517-58.2% | $4,299-75.5% |
| Participant deferral / active EE | $1,836 | $4,809-61.8% | $4,155-55.8% | $6,507-71.8% |
| Admin fee / account holder | $954 | $8,563-88.9% | $7,231-86.8% | $12,624-92.4% |