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 3-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 | $47,107 | $159,901-70.5% | $146,958-67.9% | $145,922-67.7% |
| Participation rate | 61.9% | 84.0%-22.1pp | 82.2%-20.3pp | 80.3%-18.4pp |
| Annual return | 15.27% | 98.13%-82.9pp | 418.34%-403.1pp | 561.29%-546.0pp |
| Employer contribution / active EE | $3,017 | $5,286-42.9% | $4,933-38.8% | $4,660-35.3% |
| Participant deferral / active EE | $6,693 | $8,428-20.6% | $8,070-17.1% | $6,688+0.1% |
| Admin fee / account holder | $1,381 | $15,044-90.8% | $12,998-89.4% | $13,397-89.7% |