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 | $72,814 | $118,849-38.7% | $96,562-24.6% | $167,490-56.5% |
| Participation rate | 20.0% | 75.5%-55.5pp | 69.8%-49.8pp | 82.1%-62.1pp |
| Annual return | 14.97% | 50.49%-35.5pp | 37.78%-22.8pp | 478.56%-463.6pp |
| Employer contribution / active EE | $1,025 | $3,120-67.1% | $2,356-56.5% | $4,837-78.8% |
| Participant deferral / active EE | $3,710 | $4,616-19.6% | $3,849-3.6% | $6,341-41.5% |
| Admin fee / account holder | $853 | $8,065-89.4% | $6,181-86.2% | $12,309-93.1% |