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 | $66,922 | $124,281-46.2% | $109,143-38.7% | $167,490-60.0% |
| Participation rate | 33.3% | 79.4%-46.1pp | 75.9%-42.5pp | 82.1%-48.8pp |
| Annual return | 26.81% | 26.04%+0.8pp | 25.75%+1.1pp | 478.56%-451.7pp |
| Employer contribution / active EE | $2,070 | $4,207-50.8% | $3,722-44.4% | $4,837-57.2% |
| Participant deferral / active EE | $10,424 | $5,255+98.4% | $4,653+124.0% | $6,341+64.4% |
| Admin fee / account holder | $2,867 | $7,970-64.0% | $6,752-57.5% | $12,309-76.7% |