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 | $54,504 | $114,381-52.3% | $107,525-49.3% | $142,382-61.7% |
| Participation rate | 64.7% | 78.1%-13.4pp | 75.1%-10.4pp | 80.1%-15.4pp |
| Annual return | 16.49% | 242.71%-226.2pp | 181.32%-164.8pp | 217.08%-200.6pp |
| Employer contribution / active EE | $2,624 | $4,015-34.6% | $3,754-30.1% | $4,299-39.0% |
| Participant deferral / active EE | $9,985 | $5,564+79.5% | $5,116+95.2% | $6,507+53.4% |
| Admin fee / account holder | $759 | $9,860-92.3% | $8,919-91.5% | $12,624-94.0% |