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 | $65,450 | $124,319-47.4% | $111,297-41.2% | $167,490-60.9% |
| Participation rate | 50.0% | 79.6%-29.6pp | 77.3%-27.3pp | 82.1%-32.1pp |
| Annual return | 18.57% | 37.44%-18.9pp | 54.65%-36.1pp | 478.56%-460.0pp |
| Employer contribution / active EE | $2,993 | $3,435-12.9% | $2,731+9.6% | $4,837-38.1% |
| Participant deferral / active EE | $8,799 | $5,180+69.8% | $4,487+96.1% | $6,341+38.8% |
| Admin fee / account holder | $1,042 | $10,618-90.2% | $7,964-86.9% | $12,309-91.5% |