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 | $44,173 | $159,602-72.3% | $150,045-70.6% | $142,382-69.0% |
| Participation rate | 33.3% | 84.0%-50.6pp | 82.3%-49.0pp | 80.1%-46.8pp |
| Annual return | 30.67% | 70.24%-39.6pp | 62.55%-31.9pp | 217.08%-186.4pp |
| Employer contribution / active EE | $1,884 | $4,961-62.0% | $4,693-59.9% | $4,299-56.2% |
| Participant deferral / active EE | $3,212 | $8,310-61.3% | $7,997-59.8% | $6,507-50.6% |
| Admin fee / account holder | $4,114 | $14,846-72.3% | $13,435-69.4% | $12,624-67.4% |