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 5-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 | $19,574 | $114,381-82.9% | $107,525-81.8% | $142,382-86.3% |
| Participation rate | 44.4% | 78.1%-33.7pp | 75.1%-30.6pp | 80.1%-35.7pp |
| Annual return | 28.55% | 242.71%-214.2pp | 181.32%-152.8pp | 217.08%-188.5pp |
| Employer contribution / active EE | $1,858 | $4,015-53.7% | $3,754-50.5% | $4,299-56.8% |
| Participant deferral / active EE | $4,031 | $5,564-27.6% | $5,116-21.2% | $6,507-38.1% |
| Admin fee / account holder | $13,277 | $9,860+34.7% | $8,919+48.9% | $12,624+5.2% |