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 | $90,074 | $154,117-41.6% | $129,995-30.7% | $139,434-35.4% |
| Participation rate | 27.8% | 82.0%-54.2pp | 78.5%-50.7pp | 80.3%-52.5pp |
| Annual return | 20.37% | 32.48%-12.1pp | -137.18%+157.5pp | 372.94%-352.6pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,320-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $6,535 | $6,710-2.6% | $5,820+12.3% | $6,710-2.6% |
| Admin fee / account holder | $1,236 | $14,007-91.2% | $10,614-88.4% | $11,403-89.2% |