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 7-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 | $76,677 | $183,592-58.2% | $155,567-50.7% | $145,959-47.5% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 14.08% | 61.24%-47.2pp | 64.74%-50.7pp | 561.95%-547.9pp |
| Employer contribution / active EE | $3,678 | $5,315-30.8% | $4,674-21.3% | $4,661-21.1% |
| Participant deferral / active EE | $6,217 | $6,464-3.8% | $5,628+10.5% | $6,689-7.0% |
| Admin fee / account holder | $9,728 | $19,318-49.6% | $15,916-38.9% | $13,398-27.4% |