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 7-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 | $84,579 | $175,202-51.7% | $149,673-43.5% | $139,434-39.3% |
| Participation rate | 26.7% | 83.4%-56.7pp | 78.8%-52.1pp | 80.3%-53.7pp |
| Annual return | 21.68% | 166.71%-145.0pp | 134.42%-112.7pp | 372.94%-351.3pp |
| Employer contribution / active EE | $1,502 | $5,474-72.6% | $4,818-68.8% | $4,751-68.4% |
| Participant deferral / active EE | $4,875 | $6,519-25.2% | $5,680-14.2% | $6,710-27.3% |
| Admin fee / account holder | $538 | $16,150-96.7% | $13,210-95.9% | $11,403-95.3% |