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 7-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 | $64,020 | $165,984-61.4% | $164,813-61.2% | $145,922-56.1% |
| Participation rate | 58.3% | 82.0%-23.7pp | 78.6%-20.3pp | 80.3%-21.9pp |
| Annual return | 16.26% | 100.03%-83.8pp | 69.93%-53.7pp | 561.29%-545.0pp |
| Employer contribution / active EE | $1,508 | $5,273-71.4% | $4,341-65.3% | $4,660-67.6% |
| Participant deferral / active EE | $3,497 | $6,959-49.8% | $6,031-42.0% | $6,688-47.7% |
| Admin fee / account holder | $3,145 | $16,648-81.1% | $12,690-75.2% | $13,397-76.5% |