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 | $52,843 | $58,208-9.2% | $81,812-35.4% | $80,856-34.6% |
| Participation rate | 53.3% | 63.4%-10.1pp | 72.3%-19.0pp | 67.6%-14.3pp |
| Annual return | 13.69% | 41.66%-28.0pp | 773.79%-760.1pp | 35.59%-21.9pp |
| Employer contribution / active EE | $2,128 | $2,340-9.1% | $2,912-26.9% | $2,755-22.8% |
| Participant deferral / active EE | $1,551 | $3,281-52.7% | $4,319-64.1% | $4,296-63.9% |
| Admin fee / account holder | $5,018 | $4,981+0.7% | $7,386-32.1% | $6,918-27.5% |