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 | $50,178 | $148,534-66.2% | $135,903-63.1% | $139,434-64.0% |
| Participation rate | 68.8% | 83.9%-15.1pp | 81.9%-13.2pp | 80.3%-11.6pp |
| Annual return | 20.79% | 79.19%-58.4pp | 68.23%-47.4pp | 372.94%-352.2pp |
| Employer contribution / active EE | $2,461 | $5,243-53.1% | $4,856-49.3% | $4,751-48.2% |
| Participant deferral / active EE | $6,166 | $8,100-23.9% | $7,758-20.5% | $6,710-8.1% |
| Admin fee / account holder | $2,256 | $12,400-81.8% | $10,762-79.0% | $11,403-80.2% |