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 | $45,216 | $114,381-60.5% | $107,525-57.9% | $142,382-68.2% |
| Participation rate | 38.9% | 78.1%-39.2pp | 75.1%-36.2pp | 80.1%-41.2pp |
| Annual return | 20.78% | 242.71%-221.9pp | 181.32%-160.5pp | 217.08%-196.3pp |
| Employer contribution / active EE | $1,478 | $4,015-63.2% | $3,754-60.6% | $4,299-65.6% |
| Participant deferral / active EE | $3,770 | $5,564-32.2% | $5,116-26.3% | $6,507-42.1% |
| Admin fee / account holder | $1,130 | $9,860-88.5% | $8,919-87.3% | $12,624-91.0% |