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 | $93,920 | $183,592-48.8% | $155,567-39.6% | $145,959-35.7% |
| Participation rate | 36.8% | 82.7%-45.8pp | 78.2%-41.4pp | 80.3%-43.4pp |
| Annual return | 18.05% | 61.24%-43.2pp | 64.74%-46.7pp | 561.95%-543.9pp |
| Employer contribution / active EE | $1,518 | $5,315-71.4% | $4,674-67.5% | $4,661-67.4% |
| Participant deferral / active EE | $3,246 | $6,464-49.8% | $5,628-42.3% | $6,689-51.5% |
| Admin fee / account holder | $18,620 | $19,318-3.6% | $15,916+17.0% | $13,398+39.0% |