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 | $83,402 | $111,754-25.4% | $103,333-19.3% | $145,922-42.8% |
| Participation rate | 25.0% | 77.9%-52.9pp | 74.5%-49.5pp | 80.3%-55.3pp |
| Annual return | 9.83% | 24.77%-14.9pp | 24.88%-15.1pp | 561.29%-551.5pp |
| Employer contribution / active EE | $1,378 | $4,212-67.3% | $3,868-64.4% | $4,660-70.4% |
| Participant deferral / active EE | $3,238 | $5,619-42.4% | $5,057-36.0% | $6,688-51.6% |
| Admin fee / account holder | $47,424 | $9,750+386.4% | $8,355+467.6% | $13,397+254.0% |